Wise Money Mentor

Cohort 1: Feb 2026

You've entered your #adulting era, started your career, but you don't really understand how to spend + build wealth? This course is for you!

Jeff Merrell

Personal Finance Coach at Wise Money Mentor

No One Taught Me This: Managing Money for Young Professionals

Deloitte

Apple

JPMorgan Chase & Co.

U-Haul

Let's face it: society does a pretty terrible job at helping young people learn how to manage money. And then, suddenly, you start your career and you're somehow expected to just know this stuff. You live your life, go to work each day, and it just seems like everyone else around you already gets it, and you're the dumb one.First of all, that's not true. Very few people truly know what they're doing with money.Secondly, you're not the dumb one. The fact that you're even considering a course like this shows you're different, you want to do this the right way, and you see value in learning the things you need to be successful.The goal of this course is not to teach you everything about personal finance. Instead, the goal is to teach you the 20% of things you need to know to be 80%+ confident in every financial decision you make, whether it be around budgeting, investing, taxes, choosing insurance, or more.If you want to fast track your way to building lasting wealth, learn the things your parents wish they would have learned 20+ years ago, and confidently make financial decisions that your peers will envy 5-10 years from now, this course is for you.

Learn everything your parents wish they knew 20+ years ago

You know exactly what your life costs and have a budget that supports it

You have a clear strategy for saving and investing that you feel confident in

You can make sense of your pay statement and understand how taxes actually work

You can confidently choose insurance plans that work best for you and your needs

You know exactly what your parents wish they knew 20+ years ago

You've landed your full-time offer or you're in the first few years of working, and you want to make the most of the income you receive

You've started your career

This isn't a college course, nor a HR-mandated training; you should only enroll if you truly want to become better at managing money

You *want* to be here

Achieving the course outcomes (above) will take work; it's on you to do it, but if you do, you'll feel better about money than ever before

You're ready to roll up your sleeves

Young professionals in the first ~5 years of their careers...

...Who want to make sure they're doing money "right" from day one...

...And are willing to invest in themselves now to confidently chart a path to a wealthy future

Build Your Work-Optional Plan in 60 Minutes

Founder & Coach at Wise Money Mentor

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

Calculate your Financial Independence number

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

Gauge if you're on track

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

Learn directly from Wise Money Mentor

Wise Money Mentor

Courses

No One Taught Me This: Managing Money for Young Professionals

Lightning Lessons

Build Your Work-Optional Plan in 60 Minutes