The Sonny Finance Bootcamp
11 Weeks
·Cohort-based Course
From running from your finances to confidently growing your net worth in 6 weeks
The Sonny Finance Bootcamp
11 Weeks
·Cohort-based Course
From running from your finances to confidently growing your net worth in 6 weeks
Course overview
We make getting your financial act together simpler than your skincare regimen
You have great assets. We help you use them to your advantage.
Our proven, science-based method incorporates data from 95+ research projects and 300+ users to put you on-track to reach your goals and feel secure in your financial future.
Designed specifically for high-achieving, ambitious women like you wanting to:
01
implement an 80/20 approach to money management:
maximizing returns, minimizing time to achieve it
02
use your wealth to leave the world 10x better than you found it; supporting like-minded women to build together, not alone
03
learn the BASICS to reach your goals, not complex investment strategies; financial terms are intimidating and you don't know where to start
Full refund if the course doesn't pay for itself within a year. Guaranteed.
Our #1 priority at Sonny is improving your financial well-being. This means we stand by our course 100%. No matter what.
No questions asked. No ifs, ands, or buts. Just reach out to us on email. We'll make it right. Refund you. Do cartwheels. Whatever it takes.
The Sonny Finance Bootcamp
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Our Impact and ROI: Case Study
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28 year old female professional
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The Sonny Experience: From Former Fellows
Jackie
Sydney
Sam
Course syllabus
01
Build a science-based mission statement that frames your financial decisions
- Construct a personalized definition of financial stewardship that crystallizes your purpose and money's role in helping you get there
- Concretely define your anchors, priorities, and goals to focus your investment in yourself and in others where it counts
- Select a nonprofit or faith-based institution to start giving within the first week
02
Perform a financial audit to establish a baseline of your current financial situation
- Calculate the power of compounding and inflation on the future value of money
- Explain how credit score and other factors impact your ability to get a loan
- Reframe views on credit and debt to responsibly utilize financial tools to increase your credit score
- Dissect a credit card statement
- Sequence debt repayment to minimize interest and fees
03
Examine how your current behavior influences your financial trajectory
- Analyze how your current spend aligns with your personal mission and values
- Construct a snapshot of your financial future based on current actions
- Identify patterns and understand the psychological drivers behind your spending tendencies
- Start funding your emergency savings account through reforming your most costly behavior
04
Reach daily financial commitments through building a budget based on behavioral science
- Develop a personalized budget that puts you on track to reach your goals
- Hack your spending behavior through implementing psychological tactics that help you exercise discipline
- Re-adjust your budget to pay bills on-time and in-full with daily ease
- Identify the most impactful opportunities to save money (e.g., refinancing)
05
Accelerate financial growth through tax-advantaged accounts to reach your long-term goals (e.g., retirement, education, etc.)
- Execute a basic investment transaction on the investment platform of your choice
- Examine the impact of diversification on investment risk
- Prioritize participation in tax-advantaged accounts to optimize financial gains including: 401k* | Roth IRA or IRA | HSA or FSA* | 529 Plan and/or Educational IRA (*if eligible)
06
Automate your financial plan with the right financial instruments
- Map out your current and desired flow of money
- Regularly track deductions and file taxes on-time
- Automate your allocation to giving, investing, repaying debt, and daily spending
- For current gaps, evaluate and select the best tools for your current financial circumstances
Meet your instructor
Rachel West
CEO @ Sonny | Adjunct Professor at Baylor University | EIR @ RevTech Ventures
In addition to running Sonny, Rachel teaches Making Personal Financial Decisions at Baylor University and serves on the investment committee at RevTech Ventures. She currently sits on the advisory boards of Best Buddies Texas and Fundr.
As a venture capitalist, Rachel's track record with an 30%+ IRR across funds led her to become the youngest fund manager in Texas. Thereafter, she launched the first fund seeding female founders transforming the retail industry.
To date, Rachel has helped 850+ women break through personal and professional barriers through leading various organizations and facilitating intimate, peer-to-peer learning - spanning from trafficking victims to entrepreneurs and investors.
Course schedule
4-6 hours per week
Self-Paced Modules
1-2 hours per week
Because a large component of the class is discussion-based, our modules help you close knowledge gaps to get the most out of the session, covering key terms and concepts central to the next learning lab.
Interactive Learning Labs
2 hours per week
Transform your mindset from "How do I?" to "How can I?" through intimate group learning, real and raw discussions, and applied case studies. Maintain momentum around your weekly financial actions and behaviors through building accountability within your group.
Step-by-Step Action Guides
1-2 hours per week
Put your learnings into practice immediately through completing pre-built, customizable templates that require you to take actions that incrementally improve your financial situation. Then, enhance your approach through reviewing with your group in the next class session.
Frequently Asked Questions
Who is this NOT for?
What happens if I can’t make a live session?
I work full-time, what is the expected time commitment?
What’s the refund policy?
I don't know ANYTHING about finance. Will this go over my head?
Are there any prerequisites?
Learning is better with your friends and coworkers
Accountability with people that stick with you
Studies show that accountability works best with people which you have high levels of pre-existing trust; we highly encourage you to apply with people you already spend time with (and enjoy it!)
Active hands-on learning
This course builds on live workshops and hands-on projects
Interactive and project-based
You’ll be interacting with other learners through breakout rooms and project teams
Learn with a cohort of peers
Join a community of like-minded people who want to learn and grow alongside you
Expense Your Course
01 | Give a heads up.
Mention to your manager that you saw a great course. Do this casually, like at the water cooler, or on Slack.
You think the course would be useful to optimize your productivity for your work. Ask if you can send them more info.
Hey boss,
I saw this financial bootcamp and I think it would make me a better performer at work.
Can I send you the details?
02 | Make your case.
Follow up with an email that shows how the course aligns with your role and goals.
The example is too long to include here, so just grab the template from the link below and tweak it as needed:
03 | Follow up.
Supervisors are busy. If you don’t hear back, follow up again after ~3 days. This follow-through shows you're committed to getting value out of the course.
Here’s a good example of a follow-up message:
Hey boss, have you had time to look at the course I sent you?
I really believe it would help me do X, Y, Z more effectively.
Here's the link: __________.
Let me know,
P.S. registrations end on _____