Free · No obligation · Limited seats

Get on a Money
Acceleration System —
Start by building your
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

Request your free session

Tell us who you are and when you’re usually free. We’ll match you to a session and reach out with the details. No card required.

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We will attempt to set you up with a meeting time that works best for your schedule. Please confirm your attendance once we propose a time.
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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

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.