Build the Money Skills
No One Taught You
Four short, practical courses covering budgeting, debt payoff, taxes, and goal-setting. Real content. No upsells. No fluff. Built by a financial professional who's sat in your seat.
The Course Library
Four Courses. One Complete Financial Education.
Take them in order for the full picture, or jump straight to the topic you need most. Each course stands alone.
Recommended Learning Path
Take Them in Order or
Jump to What You Need
The four courses build on each other — but each one also stands alone. Already solid on budgeting? Go straight to debt. Need tax help now? Start with Course 3.
Common Questions
Frequently Asked Questions
Yes — completely free, no registration required, no credit card, no catch. The courses exist because financial education should be accessible to everyone. If you find them valuable and want personalized help, Doug offers paid coaching. But there's no obligation and no upsell inside the courses.
Each course stands completely on its own. If you have credit card debt and need a payoff plan today, start with Course 2. If tax season is coming and you're worried you're overpaying, jump to Course 3. The recommended order is 1 → 2 → 3 → 4 for the full picture, but your situation should drive where you start.
Each course includes a downloadable Excel worksheet pack — pre-built templates for every lesson. Budgeting worksheets, debt calculators, tax organizers, and goal-setting tools. You'll find the download button at the end of each course module. The worksheets are yours to keep and update as your situation changes.
Doug holds an MBA and was a licensed financial advisor (Series 7 and Series 66). He currently works as a tax expert at Intuit, the company behind TurboTax. He's taught financial workshops to union members and has seen firsthand what the most common — and most costly — money mistakes look like. The courses reflect real-world financial coaching experience, not textbook theory.
The courses give you the frameworks, strategies, and tools that apply to most people's situations. Coaching is personalized — Doug reviews your actual numbers, builds a plan specific to your income, debts, and goals, and checks in with you monthly to keep you on track. Many people find the free courses are enough to get started. Others want someone in their corner. Both are valid paths.
Yes. Doug offers a $25/month coaching check-in specifically for union members — a 15-minute monthly session to review your progress and keep you accountable after completing the courses. Reach out through the contact page to learn more about availability for your local.