Ways to Learn
Start free. Go deeper when you’re ready.
How It Works
Pick the way that fits your life
Free Community
Free. Join everyday people learning about investing, retirement, 401(k)s, and brokerage accounts. Ask questions, get plain-English answers, and follow along with weekly lessons. No question is too basic.
Live Classes
On Zoom. One topic per class, taught live, with time for questions. Current classes: Open Your First Brokerage Account Together and Understand Your 401(k) in 30 Minutes. You stay in control the whole time: you fill out your own forms on your own device, and we never ask for your login, passwords, or personal information.
Seminars and Speaking
Bring Next Up Money to your church, workplace, school, or community group. Popular topics: investing basics, retirement readiness, opening your first account, and how to spot a financial scam.
One-on-One Guided Learning
Private, guided sessions at your pace. Every client gets one 60-minute session a month, a monthly group call with other clients, and weekday message access with replies within 48 hours.
6 Months: $1,400
The money and retirement foundations roadmap: budgeting, understanding your 401(k), opening your accounts, investing basics, and finding your retirement number.
12 Months: $2,800
Everything in the 6 months, plus Business Setup and Credit Basics included free (a $397 value), a mid-year plan refresh, and priority booking.
This is education, not investment advice. We don’t review portfolios or recommend specific investments.
Business Setup and Credit Basics
Starting a side hustle or small business? In two guided sessions over about three weeks, you set up your business yourself while we walk you through every step.
Session 1: Set It Up. Choose your business structure, form your LLC through Northwest Registered Agent, get your EIN from the IRS, and learn what an operating agreement covers.
Session 2: Build Business Credit. Separate business and personal money, learn how business credit works, and what to know before your first business credit card. You leave with a 90-day business credit plan.
Includes a Business Setup Checklist, a Business Credit Roadmap, and 30 days of message access.
$397, plus state and filing fees you pay directly.
Free with the 12-month One-on-One program.
Rather do it yourself? We use and recommend Northwest Registered Agent for forming LLCs.
You complete every step on your own accounts. Education and guidance only, not legal, tax, or credit repair services. Affiliate disclosure: we may earn a commission if you sign up through our Northwest link, at no extra cost to you.
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