The 4 Steps Financial Reset
A 30-Day Guided System to Fix Your Money Foundation
Most people don’t have a money problem — they have a foundation problem.
The 4 Steps Financial Reset is a structured, 30-day system designed to help you slow down, reset your approach to money, and rebuild the fundamentals that actually drive long-term financial progress.
This isn’t about quick wins, hacks, or chasing the next strategy.
It’s about fixing the order, the habits, and the decisions that quietly determine whether your money works for you — or against you.
Over 30 days, you’ll be guided step by step through a proven framework that helps you regain clarity, control, and confidence with your money.
This Reset is for you if…
- You feel like you’re doing “some things right” with money but still don’t feel fully in control
- You’ve been consuming financial content but haven’t built a clear, repeatable system
- You want structure, clarity, and a reset — not another random tip or tactic
- You’re ready to slow down and fix the order of how your money works
- You want guidance and accountability over the next 30 days, not guesswork
- You’re willing to be honest about your habits, decisions, and blind spots
This Reset is NOT for you if…
- You’re looking for quick wins, hacks, or shortcuts
- You want to jump straight into advanced investing without fixing the basics
- You’re not willing to examine your spending, debt, or financial behaviors
- You’re looking for someone else to “fix” your money for you
- You aren’t prepared to show up consistently over 30 days
3 Live Group Coaching Sessions (90 Minutes Each)
Participate in three live, instructor-led group coaching sessions designed to reset how you think about money, strengthen your financial foundation, and create a clear path forward. Ask questions, get clarity, and stay accountable throughout the Reset.
Full Access to the 4 Steps to Maximize Your Money Course
Receive complete access to the full 4 Steps to Maximize Your Money course — a $349 value — covering Money Mindset, Money Mainstays, Money Management, and Money Multipliers.
Coaching Session Replays Included
All live group coaching sessions are recorded, so you can watch on your schedule and revisit key lessons whenever you need a refresher.
4 Steps Workbook & 15+ Fillable Worksheets
Download worksheets and tools that help you apply what you’re learning, including budgeting, debt, and planning exercises you can continue using long after the Reset ends.
A Clear 30-Day Reset Structure
Follow a structured 30-day framework that removes guesswork and helps you focus on the right financial priorities in the right order. Each week builds on the last, so you’re not jumping around or reacting — you’re progressing with intention.
Guidance, Accountability, and Direction
You won’t be doing this alone. The Reset provides guidance and accountability through live group coaching and open Q&A, helping you stay focused, consistent, and intentional as you rebuild your money foundation.
What You’ll Work Through During the 30-Day Reset
- Chapter 1: Understanding Your Relationship with Money (8:07)
- Chapter 2: Shifting from Scarcity to Abundance Mindset (6:45)
- Chapter 3: Characteristics of Financial Success (9:15)
- Chapter 4: Financial Planning (Mission and Vision) (9:39)
- Chapter 5: Setting Financial Goals (8:38)
- Module 1: Money Mindset - Introduction (1:24)
- Module 1: Money Mindset - Summary/Assessment (4:37)
- Chapter 3: Initial Emergency Savings (7:46)
- Chapter 4: Bad Debt Elimination (12:39)
- Chapter 1: The Importance of Management (9:36)
- Chapter 2: Control 101: Budgeting and Controlling Your Money (18:10)
- Chapter 5: Establishing Strong Credit (14:54)
- Module 3: Money Management - Summary/Assessment (4:01)
- Module 3: Money Management - Introduction (1:37)
- Chapter 6: Build a Full Emergency Fund (11:53)
- Chapter 7: Grow the Discipline (7:04)
- Chapter 1: Invest Early, Consistently, and Auutomatically (9:16)
- Chapter 3: Build and Diversify Streams of Income (9:12)
- Chapter 4: Maximize Tax-Advantaged Accounts (12:24)
- Chapter 2: Use Income to Build Income (7:51)
- Module 4: Money Multipliers - Introduction (0:56)
- Chapter 5: Invest in Assets That Grow (13:12)
- Module 4: Money Multipliers - Summary/Assessment (3:28)
- Chapter 6: Own More Than You Owe (6:51)
- Chapter 7: Multiply Your Money With Purpose (8:29)
Frequently Asked Questions
Do I need to attend the live sessions?
No. Live attendance is encouraged, but all group coaching sessions are recorded and available as replays if you can’t attend in real time.
How much time should I expect to spend each week?
Most participants spend a few focused hours per week watching the material, attending coaching sessions, and applying what they’re learning.
Is this a course or a coaching program?
It’s a structured 30-day reset that combines self-paced course material with live group coaching and Q&A for guidance and accountability.
What happens after the 30 days are over?
You’ll retain access to the course material, tools, and session replays so you can continue applying the framework beyond the Reset.
How the 30-Day Reset Works
The 4 Steps Financial Reset runs over 30 days and is designed to fit into real life — even if your schedule isn’t perfect.
You’ll participate in three live, 90-minute group coaching sessions during the Reset. These sessions include teaching, open Q&A, and guided discussion.
Live group coaching will take place on:
February 9, February 16, and February 23 at 7:00 PM CST.
If you’re unable to attend live, full replays are provided so you can watch on your own time.
Between sessions, you’ll work through the course material and tools at your own pace. Most participants spend a few focused hours each week applying what they’re learning.
The goal isn’t perfection — it’s steady progress, clarity, and momentum you can sustain beyond the 30 days.