Formed by a retired Financial advisor in 2019, Brainstem Financial publishes webinars, videos, articles, & curriculum designed to improve financial literacy.
Gain access to both education & mentorship.
Financial Success, Simplified.
Comprehensive Education
Master the fundamentals of financial planning with the four modules available via webinar.
Written by Financial Advisors, these 4 modules have consolidated the most essential & relevant knowledge from university-level financial planning curriculum.
Financial Resources
Searching for answers online for complex financial solutions can be
a time-wasting nightmare.
Financial Bootcamp researches the very best financial resources across the internet. These articles & resources will be available to you with your membership.
Mentorship & Advice
Senior level financial planners & experienced entrepreneurs will provide you with personalized advice & counsel.
The Financial advice & mentoring component of Bootcamp is included with the first three months of membership.
We believe that everyone should...
Learn everything you should've been taught about managing your money.
Fell Less Financial Stress
It's completely normal to feel stressed or overwhelmed about complex financial maneuvers, especially when the average American hasn't been taught NEARLY enough.
Our goal is to empower our "students" to feel more confident in financial preparedness and decision-making, leading to an improved quality of life.
Think Like A Financial Advisor
Learn the secrets of finance directly from a financial advisor with over 25 years of experience. In this course, we share the knowledge & resources used by both independent advisors and billion-dollar financial institutions to make the most of their money.
Feel Prepared For The Future
Learn what you can do to set yourself and your family up for financial success both today and forevermore. Instead of feeling worried about unforeseen expenses and market instability, learn what you CAN control & do to improve your financial future.
Get Answers To Your Questions
There's no such thing as a stupid question.
Our office hours provide senior financial advisors who can answer simple or complicated questions one on one at no extra cost!
*All course members will receive 90 days of access to these office hours, beginning upon course completion.
Financial Freedom Roadmap
Concise, Comprehensive Webinars
Fundamentals of
Financial Planning
Module 1
8 Segments
12 Minutes/ Segment
Risk Management
& Insurance
Module 2
8 Segments
11 Minutes/ Segment
Investing Like a
Financial Advisor
Module 3
8 Segments
9 Minutes/ Segment
Estates & Business
Succession
Module 4
4 Segments
12 Minutes/ Segment
Testimonials
"I can't believe I didn't know any of this! This course helped me understand SO many different parts of the financial planning process."
"This course was fantastic. Everyone should know the information in these videos, and it's almost embarrassing that we don't teach any of this in our schools."
