For W2 professionals who've been doing the right things for years and are still waiting to start living.
Includes a 30-minute Q&A for live attendees only.
Use your money to live
a life you actually want.
By the end of the hour, you'll have specific written-down answers to these three questions.
The total portfolio amount that buys you the freedom to leave the job, downshift, or start your business.
The monthly dollar amount that keeps you on track. Not an arbitrary percentage, but an actual figure based on your actual life and actual goal.
A specific year. The dated milestone you're actually working toward, based on the math of your life and vision.
Includes a 30-minute Q&A for live attendees only.
Imagine that your investments are paying your bills for you.
What does that version of reality look like for you?
Are you finally taking a risk on yourself to start your dream business?
Are you clearing your schedule to do work that lights you up?
Are you staying at home with your kids?
Are you splurging on your dream home?
Whatever you answered to that question tells you everything you need to know about the life you actually want to live.
That life might be a lot closer than you think.
Includes a 30-minute Q&A for live attendees only.
From the Financial Independence Starter Workshop, the workshop that evolved into Financial Independence School.
I follow a couple Coast FI people, but this was my first individualized workshop. Seeing how to actually break down FI and Coast FI numbers was incredibly helpful. It gave me an understanding of what retirement numbers actually look like, how to calculate them, and a bit of a wake-up call of where I am. What gets measured, gets managed.
Anonymous · 30 · Environmental Policy Specialist · $86,000
This workshop was a really great doorway into understanding more about my potentials for retirement (dare I say… early retirement??). I find myself at a pivot point recently, and one of my goals in this season of my life is to be more financially sharp. For me, personally, I prefer to learn that in a more casual / social manner. Anita presented her Coast FI framework in a clear manner, went through the methods with our group so helpfully, and put in energy to navigate us through it. I felt so positive after the class, and I feel like I know so much more than when I started. I'm excited to start actively investing toward my future, rather than saying "I have a 401k, that should be fine, right?" No! I can and will do better! Thanks, Anita.
Anonymous · 38 · Project Manager · $130,000
This workshop helped me figure out what my values are and how I need to tap into my vision to create goals for when I retire based on what I value.
Andrea · 33 · Physical Therapist · $83,000 ($320,000 in student loans)
M.Ed · CFLP · Story featured in Good Morning America, CNBC, Bloomberg, Business Insider · Top 100 Money Expert 2025 (GoBankingRates)
I went from $30k to $550k+ invested in six years on a sub-six-figure salary, and I used Coast FI at thirty to reinvent my career.
My method is original and honors who you are and the life you want to live, while being honest about real limitations.
I'm a learning engineer by training, which means I deeply care about whether it actually clicks for you.
Messages from the workshop chat.
Includes a 30-minute Q&A for live attendees only.
Financial Independence School is the three-month live program where you master the three systems that get you to Coast FI on your dream timeline. Workshop attendees get exclusive access to apply.
Your first real step toward living a life you actually want.
Register for the workshop — $30Includes a 30-minute Q&A for live attendees only.
with care, Anita 🤍