Free · No obligation · Limited seats

Start your NEW Money Acceleration System — by building your own private, free Financial Plan.

Bring your real numbers to a free live session. Watch your whole financial picture come together, get your questions answered, and at worst, leave with a Free Financial Plan to keep — whether or not you ever buy a thing.

  • Build your own system live, step by step
  • Use the full Money Plan Workbench free to follow along
  • Ask Mark your questions in real time
  • Unlock founding-member coaching rates if you decide to join

Reserve your free seat

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What happens at the session

You don’t get a lecture. You build a system.

This isn’t a sales webinar. It’s a working session where you enter your own numbers and watch 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

See it all connect

Watch all 12 areas of your money come together in one clear picture.

03

Get your questions answered

Ask Mark live. Your situation, your numbers, real answers.

04

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

Walk away knowing your next moves — whether or not you join anything.

Show up and you can lock in founding-member rates on Coach and Masters coaching — the lowest they’ll ever be. This is where those rates unlock.

Mark Todd Harvey
Fiduciary Advisor · Enrolled Agent · 35+ years

Mark has spent 35+ years helping California families and business owners win the money game — and built the Money Plan Coach system so anyone can do it, in 5–15 minutes a week. Come see your own numbers, free.