Learn about The DAD Plan
Feeling stressed by your debt and not sure where to start?
I was just like you in 2011, staring down $90K of student loans — eager to change but unsure how.
Let me teach you what I learned so you can take control of your finances and focus on what matters most.
Or continue scrolling to learn more.
Take the wheel. Live free.
Over 13 years, I built and tested a framework that helped me:
Pay off $90K of debt in seven months
Eliminate our mortgage
Fully fund our retirement
It works because it strengthens every part of life—
Mental: how you think about money and possibility
Emotional: how you handle stress, fear, and motivation
Mechanical: how you organize your systems and cash flow
Behavioral: how you act on your plan consistently
Relational: how you communicate and align with the people who matter most
Now it’s a system you can use to do the same.
You should have more choices in your life. The DAD Plan is how.
The DAD Plan
A 12-week curriculum to financial freedom.
This is the system I’ve been developing since 2011. It’s the way I paid off $90k of student debt in seven months, paid off our mortgage, and achieved CoastFIRE.
It works.
Choose Your Route to Freedom
Every dad’s journey is different. Whether you want a roadmap or a riding partner, these plans meet you where you are and get you moving faster.
Budget Tune-Up
For drivers who want hands-on help building a real working budget.
Dive into the Gears & Systems phase of the DAD Plan (Weeks 5–7) and leave with a fully built financial engine you can maintain on your own.
Two 1:1 coaching sessions (1 hour each) to build your budget and organize your spending
Three-month statement review so your numbers are clean and accurate
A personalized Cash Flow Forecast, Net Worth tracker, and Financial Health Dashboard
Clear training on how to update everything going forward
Built for drivers who want a simple, numbers-first starting point.
No call required—get started instantly.
Solo Drive
You can begin with an optional 30-minute Test Drive for a quick fit check and personalized direction to get you rolling with confidence. From there, you’ll have access to everything you need to build momentum and stay consistent:
Full 12-week DAD Plan curriculum with lessons, videos, exercises, tools, and templates to help you become financially free
Access to bi-weekly office hours for live Q&A, accountability, and help applying the material to your real life
Next-day email replies with answers, guidance, and support whenever you hit a roadblock
Solo Drive gives you the full roadmap and ongoing support — all at your own pace.
For independent drivers who just need a map.
Full program access—no call required to start
Use this call to confirm Solo Drive is the right fit for your goals.
Team Drive
Everything in Solo Drive, plus high-touch guidance, accountability, and direct support every step of the way.
Six one-hour 1:1s scheduled at your own pace throughout the program
Weekly office hours for deeper discussion and support
Weekly written feedback on your exercises and reflections
Slack support for quick response
Priority email replies
Private community forum to connect and share wins with other drivers
Perfect for dads who want structure, support, and a coach in their corner every week. This is the most hands-on way to work with me.
For those who want a co-pilot on the road to freedom.
Premium coaching + weekly support. Let’s talk through your goals. Team Drive spots are limited so I can support everyone personally.
FAQ
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Yes. The DAD Plan is designed with dads in mind because they’re often underserved, but the tools and coaching help anyone who wants clarity, confidence, and control over their money.
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They’re welcome but not required. Some people want to complete the foundations first, then bring their partner into a later session. Either way works.
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Yes. You’re welcome to purchase additional 1:1 sessions at any point in the program, whether you’re in Solo Drive or Team Drive.
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Yes. You can upgrade anytime. I’ll help you transition smoothly.
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Absolutely. I’ll walk you through every tool step by step, and nothing requires advanced Excel skills. If you need extra help, you can always book a 1:1.
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No. The whole point is to meet you where you are and build from there.
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You’re not alone. Most people feel that way at first. This is a judgment-free program, and you’ll be met with respect and encouragement every step of the way.
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Yes. Many clients come in feeling stuck or overwhelmed. The program breaks everything down into simple steps you can actually follow.
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All lessons are in your member area. Phases unlock one at a time, and each new phase brings its own set of lessons, tools, and downloads.
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Plan for a few hours each week at most. Some modules are quick; others ask you to slow down and spend more time with your numbers. Don’t worry about keeping a perfect pace, it’s built so you can pause when needed and return without losing momentum.
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You keep access for the full 12 weeks, plus a grace period afterward so you can review, download, or revisit anything you need.
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They’re pre-recorded so you can go at your own pace, but you’re encouraged to bring questions to office hours or schedule a 1:1.
Click here for the full FAQ.
