Financial Resources

Complimentary Financial Planning Session

The majority of financial firms charge in excess of $2,500 (or more) to create a custom plan for you or more out of the realm of reality, some financial planners won’t even talk to you unless you have $1M in the liquid assets! Crazy right?!

At Leading Edge, we aren’t like the other financial planning firms. We think all families deserve access to expert advice, so we provide personalized roadmaps for protecting and growing wealth that are available to anyone, for free, regardless of their net worth.

What if one hour could change your family’s financial future?

Give us just one hour and you’ll leave with three (or more) actionable strategies specific to your situation.

Each month, we have a limited number of appointments available. Reserve yours today and experience the peace of mind that comes from knowing you have a plan.

Live In-Person Community Classes

Reserve your seat today for one of our free in-person classes and take the first step toward transforming your financial future. During our in-person financial workshops, you’ll experience; jargon-free, practical strategies, focused on financial literacy with afresh perspective.

Our in person classes are always free to attend, we just ask that you sign up. Join us live in person and be a part of our free educational classes.

No in-person classes near you? Join us online, attend one of our live virtual workshops and start building your financial confidence today.

In only one hour, you will unlock clarity, confidence and a stronger financial path forward.

Free Financial Tools

Discover a wealth of free resources designed to help you take control of your financial future. From our Budget Blueprint and The Prosperity Workbook, to our Free Financial Planning Sessions, we provide practical tools for every stage of your journey. Join our in-person classes or virtual workshops to learn strategies that fit your lifestyle, and stay informed with our free newsletter packed with tips and insights.