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."
The Money Plan Coach System — See It In Action
Build Money Muscle · Synergy Savings System
52 weeks · 12 financial areas · one structured direction
Command Center Dashboard
Net Worth · Surplus · Savings Rate · Retirement · Insurance · Plan Status — one screen
Retirement Planning — Your Real Numbers
Debt-free age · Retirement projections · Total assets · Net equity
Budget & Decision Map
Five spending categories · Income vs. expenses · Independence gap · Automatically calculated
Income Analysis — Your True Hourly Wage
All income sources · Net spendable · Real dollars per hour — the number most people never know
Let's be honest about what most people actually hate about dealing with money — and what we built to fix each one.
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. Not a tax calculator. Not a retirement estimator. Your whole financial life, calculated together, 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 the next time something comes up, you already have a framework to answer it.
What you hate
Five different advisors who don't talk to each other
One person. Every part of your money. No product to sell you. Your tax guy doesn't know what your investment guy is doing. That gap is probably costing you more than any of them is saving you.
What you hate
Wondering whose interests your advisor is actually serving
Ours is simple. When someone does everything, they have nothing to gain by pushing any one thing. That's the only way truly unbiased advice is actually possible. That's what this is.
If any of that sounds familiar — you might be exactly who we built this for.
"If you can't describe what you are doing as a process, you don't know what you're doing. A bad system will beat a good person every time."
— W. Edwards Deming · Author, Consultant, Statistician, Engineer & Yale Professor
The System In Action — 48 weekly moves, one full year
Better Systems Enhance
✓
Consistency— Better habits predict better results
✓
Reliability— Getting things done avoids pile-ups
✓
Motivation— The desire to act kills procrastination
✓
Structure— Good structure breeds longevity
✓
Discipline— Winners commit to goals and plans
✓
Success— Wins build momentum. Systems build wins.
No System Costs You
✗
Volatility— Erratic behavior increases risk
✗
Redundancy— Doing things twice costs time and money
✗
Haste— Impulses and emotions make poor masters
✗
Waste— Robs time and drains resources
✗
Laziness— Leads to financial stagnation
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Failure— Losing causes blame, stagnation, and lost opportunity
The 6030 Weekly Action Plan
Less than 60 minutes every 30 days.
The Money Plan Coach 6030 system breaks your financial life into simple 5–15 minute weekly action steps — one financial area per month, across all 12 areas of your money. You don't need to do it all at once. You don't need to catch up if you miss a week. You just plug back in and keep moving forward.
That's less than 1/10th of 1% of your time — to completely organize, calculate, understand, and synergize every area of your financial life. Small changes. Multiple disciplines. Consistency over time. The results will amaze you.
12
Financial Areas
52
Weekly Steps
<1hr
Per Month
$100K+
Avg Opportunity Found
Choose Your Plan
Three ways to Streamline & Accelerate your Financial Future!
Start where you are — do it yourself, do it with a coach, or master it in a tight circle. Upgrade whenever it makes sense.
Workbench
This is NOT a budgeting app! A complete financial workbench + all the tools you need.
Members save $100 to $200 on every hour with Mark.
Private 1-on-1 time with Mark is available to all members. Your plan determines your rate — and both discounts are locked in permanently.
Green Members
$300
per hour
$100 Discount on Hourly Fees For all 1-on-1 consulting & planning Billed in 15-min increments
Premier Members
$200
per hour
$200 Discount on Hourly Fees For all 1-on-1 consulting & planning Billed in 15-min increments
Green members save $100 per hour. Premier members save $200 per hour. Both discounts apply to all 1-on-1 consulting and planning sessions and are locked in permanently — whatever Mark's standard rate becomes over time, your discount stays exactly the same.
What Mark finds in your numbers — the five most important views
Retirement
Investments
CEO Dashboard
Budget & Decision Map
The System
These are the five areas where Mark most commonly finds the biggest opportunities — tax savings, retirement gaps, investment drift, budget leaks, and system adherence.
Debt-free age · Retirement projections · Total assets · Net equity — all calculated from your actual numbers entered in the system.
Free · No Obligation · Limited Seats
Join a Free Financial Planning Session — Build Your Own Plan Live with Mark
In one session you'll build a real financial plan inside the Money Plan Coach system — with Mark walking you through every step. Walk away with a printed plan and a clear picture of where your money stands. No charge to attend. No obligation to continue.
Sessions are held weekly. Seats are limited. No credit card required to register.
Your Money Plan Coach
Meet Mark Harvey
Mark has been a financial professional since 1990 — over 35 years helping California families and business owners win the money game. After watching thousands of people lose out financially when a better, clearer and easier path was available to them, he built the Money Plan Coach system to change that.
Unlike a tax guy, an investment guy, or an insurance salesperson — each operating in their own lane with their own product to sell — Mark does everything. That means his only motive is your financial win. One person. Every part of your money. No commission to chase.
What most people were missing wasn't more advisors. It was financial intelligence — the tools to analyze their own situation clearly, make confident decisions, and stop being sold products they didn't need. That's what Mark built. That's what this is.
35+
Yrs Experience
1,000's
Tax Returns
1,000's
Loans Funded
100's
Real Estate
1,000's
Insured's
7+
Active Licenses
Mark Harvey, EA · RIA · BKR
Anaheim Hills, CA 92808 · 949-733-9100
Anaheim Hills, CA 92808 · All meetings online via Zoom
"I love helping people win the money game. Maybe it's because I spent so many decades watching people lose out financially when a better, clearer and easier path was available — but not known to them. After helping thousands find the right tax, investment, real estate, or retirement plan, I realized what most were missing was the financial intelligence and tools to analyze their own specific situation. So I built it."
— Mark Harvey, EA · Founder, Money Plan Coach
A 35-Year Track Record
Built license by license. Decade by decade.
"Yes, it's a lot to maintain all of these licenses — but it's part of what helps me keep learning and adding value to every client I work with." — Mark Harvey
1990
Licensed Insurance Agent — Life, Health, Disability, Long Term Care
License #0707300 · Dept. of Insurance CA · Placed and continues to offer hundreds of policies
1991
Licensed for Investments & Retirement Planning — Series 6 & 63
Continues to manage millions of dollars in investments
1996
Licensed Real Estate Agent — Mortgages & Real Estate Nationwide
DRE Broker #01218524 · NMLS #331773 · Over 1,000 mortgages funded · Hundreds of real estate transactions
Approved to represent clients before the IRS in any capacity — taxes, negotiations, audits, and resolutions · Per IRS Circular 230
What Clients Say
Real clients. Real results.
"He has saved us tens of thousands, delivers on his promises and has proven over and over again that his outside-the-box system and insider knowledge have saved us many more thousands on multiple occasions. His knowledge and the way he has packaged his financial consulting just can't be rivaled."
Dean & Andrea · Mission Viejo, CA
"He is by far one of the nicest guys on the planet — extremely thorough, an expert in his field and I wouldn't consider trusting anyone else with my tax returns or financial planning."
Lori M.
"People don't care how much you know, until they know how much you care. That's what Mark is all about. He takes the time to explain all the details and on top of that he is extremely knowledgeable about personal financial planning."
Sam M. · Huntington Beach, CA
"It's awesome to have a guy like Mark who always takes the time to help me understand what my options are and how to effectively utilize the resources available to me. Taxes and financial planning can feel like a language I don't understand — Mark fixes that."
Jarrett L. · Oceanside, CA
"Mark is not only savvy, he genuinely cares about his clients. He easily breaks down strategies, opportunities, and risks into terms anyone can understand and guides you down the correct path to roadmap the perfect financial plan."
Brandon M. · Los Angeles, CA
"He continually improves his processes and systems each and every year. I love his embrace and use of technology. I would definitely recommend Mark for your tax and financial needs."
Fielding P. · Brea, CA
See Mark in Action
Hear it straight from Mark
This is what it actually looks like to work with someone who has your whole financial picture — not just one piece of it.
Ready to see your own numbers? Join Mark for a free session.
Not sure which plan is right for you? Book a free 15-minute call. No pitch — just a quick conversation about where you are and what would actually help.
