Empower Your
Financial Journey
Whether you want to build your own plan from scratch or leverage our proprietary software, we give you the exact tools you need to succeed.
The DIY Wealth Blueprint
Not ready for an ongoing advisor? Build your own comprehensive financial plan. This course includes our proprietary financial planning spreadsheet and step-by-step video modules to guide you through it.
- ✦Master your cash flow and optimize your savings rate
- ✦Automate your investments with confidence
- ✦Calculate your exact path to financial independence
The Brandsma Capital App
We built our own custom software to cut out the noise. No confusing jargon. No convoluted "Monte Carlo" mumbo jumbo. Just a crystal-clear dashboard showing exactly where you are and where you are headed.
Cash Flow Command
Track your income and expenses effortlessly. Know exactly how much you can spend guilt-free while still hitting your goals.
Financial Automation
Set up rules that automatically route your money to investments, savings, and bills so your wealth builds on autopilot.
Clear Reporting
Plain-English reports that show your progress. No finance degree required to understand your own money.
Financial Foundations
From "Never written a check" to "Let me do your taxes."
Financial literacy is rarely taught in schools. This comprehensive beginner's course is designed to take you from absolute zero to completely confident. We cover the absolute basics of banking, credit, budgeting, and eventually bridge the gap into basic tax preparation and investment mechanics.
Take the Course for Free