Financial Tortoise
Private
160 members
$997 /year
🍀
👉 Learn more: https://financialtortoise.com/community
Coaching
✅ 1:1 Coaching — 3 private sessions with Tae each year
✅ Live Group Sessions — monthly group calls with Tae, recorded if you can't make it
Connection
🔥 Mastermind — small group matched to your life stage
🔥 Book Club — book nerds unite
🔥 Private Forum — connect with other professionals working through the same decisions
Education
📘 Foundational Training — Money Mindset, Investing, Taxes, and more
📘 Specialist Playbooks — step-by-step guides for big decisions (firing your advisor, Roth conversions, HSA, asset allocation, and more)
Tools
🛠️ Monarch + ProjectionLab — complimentary subscriptions
🛠️ Financial Tortoise AI Assistant — custom GPT available 24/7 to answer your money questions
🛠️ Custom Tools Library — fee analyzer, Social Security timing, capital gains, and more
❤️ All Future Resources Included — new features, courses, and tools continually added at no extra cost
skool.com/financialtortoise
Build lasting wealth with a clear, proven path
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