No one has looked at how you handle your money since you started making it. In four live classes, Frank Iozzo, CPWA®, takes that look with you – what to keep doing, what to change, and what's missing.
One class a week, starting after Labor Day · Capped at 5 seats
Stop guessing about your money.
The internet is full of conflicting financial advice. Everyone has an agenda. As an advisor who doesn't earn commissions, I don't.
In four weekly classes, I'll give you unbiased answers for your situation as you complete your own FMI Financial Workbook. By the end, you'll know where your next dollar goes, what you can afford, and how to get on track for your goals.
How much house, car, and kids' college can you actually afford?
Are your investments sitting in accounts that cost you extra tax every April?
If something happened to you tomorrow, would your family find a plan – or a mess?
"I thought I was on a good path but this process reassured me that I'm on the right path – and that I can make my path even better."
FMI financial planning client, survey response"Frank provides a smart and strategic approach and doesn't talk over or under you. Can't recommend highly enough."
FMI financial planning client, survey response"You hit on everything like I wanted – there wasn't anything that I thought I was going to hear that I didn't."
Attendee from my live financial-literacy sessions in spring 2026Client quotes are from voluntary post-engagement surveys of current FMI advisory clients; the session quote is from a non-client attendee. No compensation was provided for any testimonial. Experiences shown may not be representative of all clients.
I began my career as a financial advisor because of the financial struggles my family endured growing up. In my 18 years in wealth management at firms large and small, I saw the shortcomings of the industry and knew that there was a better way to serve clients. I started FMI pledging to always put my clients' interests before my own, and I'm proud to know that my life's work is bringing financial peace of mind to families like my own.
You might be thinking:
"What's it going to cost?"
Answer:
$997 for the first cohort – four live classes, live Q&A, and your own FMI Financial Workbook. For reference, my one-on-one rate is $400 an hour, and a one-time financial plan with me starts at $4,000. The price will go up after this first group... Part of the deal is you're helping me refine it, and the price reflects that.
You might be thinking:
"I don't have enough money for this to be worth it."
Answer:
A 23-year-old once asked me on a first call, "So I'm not crazy for reaching out to you?" No. You don't need a huge portfolio for this to pay off. If you or your household earns a strong income, the blind spots already exist – the class is where you find them before they do real damage.
You might be thinking:
"I can do this myself."
Answer:
You probably already do most of it. That's why you're the person this class is for. I'm not re-teaching index funds. The four weeks cover the parts you'd never think to google: the account placement, the coverage gaps, the will nobody has opened since your first kid was born. Of the people who talk to me, maybe 5% walk away still convinced they should handle it all alone.
Join the waitlist and you're first in line when the 5 seats open.
You're on the list. Watch your inbox – you'll hear from Frank before enrollment opens to anyone else.