Featured

Build Your Work-Optional Plan in 60 Minutes

Hosted by Jeff Merrell

Wed, Jan 21, 2026

9:00 PM UTC (1 hour)

Virtual (Zoom)

Free to join

Invite your network

Go deeper with a course

No One Taught Me This: Managing Money for Young Professionals
Jeff Merrell
View syllabus

What you'll learn

Calculate your Financial Independence number

Figure out how much money you'll need to achieve financial independence and become work-optional

Gauge if you're on track

Determine how much you should be saving in order to make work-optionality a reality

Choose investments that help you get there

Build the foundational knowledge you need to confidently choose the right investment options for you

Why this topic matters

We all aspire to build successful, impactful careers, but we also crave more flexibility and time to spend on other passions and interests, without the pressure of earning a certain income. Achieving Financial Independence (FI) means you have enough assets to fund your life and, as a result, become work-optional. This session will help you know what it takes to make that happen.

You'll learn from

Jeff Merrell

Founder & Coach at Wise Money Mentor

Jeff's career started in strategy + ops consulting (Deloitte) before pivoting to strategic partnerships in tech (Pluralsight, WorkBoard, OneTrust). He's always had a passion for financial literacy and, throughout his career, he's found multiple ways to help others achieve greater confidence in managing their money than ever before. At Deloitte, Jeff created and scaled nationally a training for new Analysts fresh out of college to help them start their careers with a solid financial foundation, earning recognition from Deloitte's CEO and helping launch a financial-wellness benefit for 300K employees. In 2022, Jeff started Wise Money Mentor to provide 1:1 coaching to individuals and couples to help them achieve their biggest life goals. Learn more at https://wisemoneymentor.com/.

Coached professionals working at...

Deloitte
Apple
J.P. Morgan
U-Haul
EY

Sign up to join this lesson

By continuing, you agree to Maven's Terms and Privacy Policy.