Free live session · Your system, yours to keep

STOP paying for financial products, services & plans.

Instead, get yourself and your money on a Money Acceleration System!

In one free 90-minute session — guided by Mark — you’ll build your own complete financial system, watch all your money finally connect, get your questions answered, and at worst, walk away with a Free Financial Plan… Yours to keep as a thank-you for the opportunity to show you what we can do for you.

You walk away with

Your complete financial system

  • All 12 areas of your money, finally connected
  • Built on your real numbers — privately
  • A clear list of your next moves
  • Yours to print & keep forever
  • …or, a launch pad for BLAST OFF!
Free. Our thank-you for your time.
Private — your numbers, in your own home.  No card.  No obligation.
Mark Harvey
Mark Harvey, EA · RIA · BKR
Fiduciary Advisor · Anaheim Hills, CA 92808 · 35+ Years · All Online
Systems beat plans in everything, every time!
The question is… can you work a system?
See it in action

Preview your personally-guided Money Acceleration System.

This is the actual Money Decoder — all 12 of your money areas, live. And you don’t build it alone: Mark walks you through it at your free session.

Money Decoder – Income
Income — every source, and your true dollars-per-hour
Money Decoder – Taxes
TaxMaster — every tax document, organized and tracked
Money Decoder – Real Estate
Real Estate & Mortgage Miser — every property in one view
Money Decoder – Debt
AIR Debt Plan — the math-optimal path out of debt
Money Decoder – Investments
Asset Builder — every account and its retirement projection
Money Decoder – Retirement
Retirement Planning — your real numbers and Social Security timing
Money Decoder – Vehicles
Vehicles — insurance, financing, and operating costs together
Money Decoder – Home Insurance
Home Insurance — right-size coverage and stop overpaying
Money Decoder – Life Insurance
Life Insurance — coverage, cost-per-,000, and disability income
Money Decoder – Decision Map
Map My Decisions — surplus, gaps, and every category
Money Decoder – CEO Dash
CEO Dash — net worth, rankings, and your whole financial condition
Money Decoder – Plan Coach
Build Money Muscle — the 6030 system across all 12 areas
Money Decoder – Goals
This Month’s Focus — one goal, four weekly moves
The System

Don’t get a financial plan.
Work a financial system.

(Our financial plan is free & our financial system will change your life!)

Products have commissions. Plans collect dust. Systems constantly move you forward. The most successful coaches, business leaders and athletes USE SYSTEMS — that’s what makes them great. Do the same thing. Get on a System!

“Your destination. Your timeline. Your system.”
What you hate
Having to trust someone you’re not sure you can trust
We’re a fiduciary advisor. Because we do everything — taxes, investments, insurance, planning — we have no reason to steer you toward any single product. Your best outcome and ours are one and the same.
What you hate
Digging through documents every time a financial question comes up
We organize your entire financial life in one place. Tax returns, investments, insurance, debt, real estate — all of it organized and ready so nothing catches you off guard.
What you hate
Math on decisions that feel too complicated to get right
The Money Decoder does the math for you. Not just on one thing — on your whole financial picture at once, the way it actually works.
What you hate
Every financial decision feeling like an emergency you weren’t prepared for
We build you a system, not just a plan. A plan looks good on paper and sits in a drawer. A system runs quietly — organizing, calculating, alerting — so next time something comes up, you already have a framework to answer it.

If any of this sounds familiar
you might be exactly who we built this for!

Why this is different

A real system — free, private, and yours to keep.

So many financial offers are a sales pitch in disguise. This is the opposite: you leave with something valuable in your hands, no strings attached.

Best case… you leave with a system that saves you time and turbocharges your Financial Future!

🔒

Completely private

Your real numbers stay with you — in your own home, on your own screen. Nothing handed over to a stranger.

📄

Yours to keep

Print your finished system and keep it forever — whether or not you ever work with us again. No strings.

💰

Saves you thousands

A complete, personalized system most people pay thousands for — built with you, guided, for free.

How it works

One 90 minute Session, and
1. You experience our system &
2. You walk away with YOUR OWN
Custom, Detailed, Financial Plan.

NO FLUFF! This is a working session where you enter your own numbers and watch Your Plan & Your System take shape —
with Mark Guiding you the Whole Way!

01

Use YOUR numbers

Income, debts, savings, insurance — whatever you have. Rough is fine.

02

Build it live

Mark guides you through each area; your system takes shape on screen.

03

Get your questions answered

Your situation, your numbers, real answers — live.

04

Leave with a NEW Financial Plan or SYSTEM, your choice!

Print the whole thing and walk away with it. Yours.

You won’t do it alone.

The Money Decoder does the heavy lifting — it’s the tool you’ll build your system in, with Mark guiding you the whole way. Not homework. Not a confusing app to figure out by yourself. You bring the numbers; together we make them make sense.

At the session you’ll get free access to use it live — and your finished system is yours to print and keep.

Your coach and guide
Mark Harvey
Fiduciary Advisor · Enrolled Agent · Since 1990

Since 1990 Mark has been helping families and business owners win the money game — Mark built the Money Plan Coach System so you can see your entire financial picture in one place, understand it like a pro, and make the best moves FOR YOU… so that you can “DO THE BEST WITH WHAT YOU HAVE BEEN GIVEN.” Come build A FREE PLAN, as a start to YOUR NEW SYSTEM!

Your complete financial system
…is 90 free minutes away!

Reserve your free seat →
Private · no card · yours to keep.
© Money Plan Coach · Anaheim Hills, CA · Tax services as Enrolled Agent · Investment advisory as registered fiduciary · No guarantees on investment returns or loan approval.
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