Financial Tortoise
Private
137 members
$1,997 /year
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👉 Learn more: https://financialtortoise.com/community
Coaching
✅ 1:1 Coaching — 3x 40-minute private sessions with Tae each year
✅ Live Group Calls — monthly group coaching, Q&A and workshops
Connection
🔥 Mastermind — small group matched to your financial and life stage
🔥 Book Club — book nerds unite for quarterly live book club sessions
🔥 Private Forum — connect with others navigating the same financial decisions
Education
📘 Foundational Training — Money Mindset, Investing, Taxes, and more
📘 Specialist Playbooks — Firing Your Advisor, Roth Conversions, HSA, Asset Allocation, and more
Tools
🛠️ Monarch + ProjectionLab — complimentary subscriptions
🛠️ Financial Tortoise AI Assistant — custom GPT specially trained, available 24/7
🛠️ Custom Tools Library — fee analyzer, best funds, capital gains, safe withdrawal and more
❤️ All Future Resources Included — new features, courses, and tools continually added at no extra cost
