You feel pretty good about your money. But feeling pretty good isn't the same as knowing you're on track. Find out where you actually stand in four live classes with Frank Iozzo, CPWA®:
One class a week, starting after Labor Day · Capped at 5 seats
You max the retirement accounts, buy the index funds, and live below your means.
You're probably doing pretty well.
But "probably" is the problem.
Would your homeowner's insurance actually rebuild your house at today's construction costs?
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?
People ask me questions about the things they already know. The expensive problems live in the things they don't know to ask about. The class is built to cover both.
Every class is live, and every class ends with your questions — your accounts, your numbers, your situation. You leave each week with a workbook to run it all on your own numbers.
First class starts after Labor Day. By October, you'll have answers to all your questions — and to the ones you never thought to ask.
"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 single-income families like my own.
You might be thinking:
"What's it going to cost?"
Frank's answer:
$997 for the first cohort. 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."
Frank's 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."
Frank's 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.