IMPACT & INCOME:
Joyful finanical planning aligned to your values
Are you a values-driven professional balancing your career with commitments to family and community? Do you struggle to prioritize financial goals despite reading blogs, using budgeting apps, and consulting traditional planners? If you still feel out of alignment, this program is designed for you.
What's Included In the Program?
Transform your approach to money and career with tailored financial guidance that aligns with your values. Say goodbye to outdated advice and embrace modern tools for immediate fixes and long-term wealth. This program offers professional support and a comprehensive roadmap, seamlessly fitting into your busy life and empowering you to achieve financial success while making a positive impact.
Full Masterclass
Our self-paced masterclass guides you step-by-step through creating a values-based financial plan. With eight comprehensive modules, you'll learn how to align your finances with your goals and principles.
Power Planning Session (1-1) with Carlie Ransom, CFP®
After crafting your values-based financial plan during the course, join a 60-minute one-on-one session. Get personalized feedback, address your questions, and gain expert insights to ensure nothing is overlooked.
What You Get
- Immediate Income Fixes: Tackle common financial misconceptions and improve your cash flow with strategies tailored for values-driven professionals.
- Long-term Accumulation Techniques: Create a personalized financial plan that aligns with your values, maximizing both your impact and income.
- Sustainable Career Growth: Learn how to maintain balance and joy in your professional and financial journey to avoid burnout and achieve lasting fulfillment.
Who This Program is For:
- This program is tailored for mid-career, values-driven professionals such as healthcare providers, educators, social entrepreneurs, social workers, military service members, scientists, and other purpose-driven leaders.
- If you're balancing a demanding career with personal commitments to family and community, and you want to align your financial future with yoru core values and passions, this program is for you.
- Whether you're looking to enhance your financial knowledge, secure your family's future, or make a greater impact your community, this program provides the tools and support you need to achieve your goals.
How Do Successful Changemakers Balance
Passion, Profit, and Purpose?
From Financial Stress...
- Ever wondered how some of your friends have substantially increased their wealth while you’ve struggled to gain a financial footing?
- It’s not because they work harder or are smarter, but rather because they have a more robust economic education.
- Financial literacy is not taught to us in school, especially not in the arts…it’s almost exclusively learned experientially.
- That’s why many changemakers find themselves deep into careers without much money to show for it…
To Financial Success...
With a strong foundation in financial information, you live your purpose driven life and profit from it.
You Will Learn (in Modules 1-8):
- How impact-driven people can create additional income through purpose driven activities.
- How to rest and rejuvenate throughout your career rather than banking on an aloof retirement
- How to plan for and invest for sabbaticals vs. retirement
- How values-driven money management can be both joyful and practical
- How to face and fix debt issues that can plague your past and present
- How to effectively use the essentials of investment vehicles
- How to embody an abundant, yet approachable, modern money mindset...and much, much more!
- You ALSO get to identify the exact next steps you need through a Power Planning session with a CFP® Professional!
You Also Get...
A power planning session (via Zoom) to help you overcome analysis paralysis so you can identify the exact next steps to prioritize to make the biggest difference for your financial future. This session is with Carlie Ransom, a CFP® Professional, who has been helping clients solve financial problems since 2015. This 60 minute 1-1 session also includes prep before the meeting and a post-meeting summary to make sure you know your exact next steps. This is the advice you’ve been looking for!
A Note About Our Special Pricing
The average price of investing courses, especially if they include a 1-1 coaching with a certified financial planner, is $2,000-$10,000/year.
Our full course with a one-hour 1-1 power planning session is significantly less becuase we want to provide you with an affordable option for financial empowerment with advisors who share your commitment.
With an affordable one-time payment of $297, we can define success together, blending financial stability with social impact. Between the self-paced course and a directed power session you'll know your exact next steps for success. Please join us!
Why Did We Create The Impact & Income Course with CFP® Professional Support?
We believe heart-driven changemakers deserve to be compensated for their hard work, have access to multiple income streams, and work with mentors who truly “get you”.
That’s why we’ve made it our mission to help professionals like you achieve financial security in a way that's aligned with your values and impact goals.
Meet Your Instructors
Danielle DaChar Hines, Maj. JD/LL.M, and Carlie Ransom, CFP®, AIF®, the founders of Equal Path Investments, are fusing their knowledge and financial expertise with a passion for social impact.
Danielle DaChar Hines, Maj. JD/LL.M
Attorney, military officer, impact entrepreneur, and CREED Foundation community leader
Carlie Ransom, CFP®, AIF®
CERTIFIED FINANCIAL PLANNER™ practitioner, grant writer, and former science teacher
Our Vision
By equipping impact-driven individuals with specialized financial education, we seek to cultivate a financially empowered community of changemakers who will be able to make a greater impact in the world due to their increased financial resources directly aligned to their values.
The Path To More Income For Service-Driven Professionals to Action
First - Enroll!
The full course dives into exactly HOW to carry out the concepts introduced in the free training. You’ll learn how to use proven tactics that have helped Carlie, Danielle, and hundreds of other service-oriented individuals live more profitable, comfortable, and impactful lives.
Then - Create Your Values-Based Financial Plan
Create a values-based financial plan step-by-step in the self-paced online course. Once you finish the course, sign up for your power planning session with Carlie Ransom, CFP®, to prioritize the exact steps in the right order for the most financial momemtum.
Finally - Make Your Greatest Impact!
After you gain financial momentum, identify income sources, invest intelligently, and optimize tax strategy, you’ll be ready to achieve financial security and make a meaningful impact in the world!
Frequently Asked Questions
This course is designed to take months of financial planning educational material and compress it into only the most important steps that service-driven professionals should take now. Some people will carry out every recommended step in the course and others will only carry out some.
Some people watch the course over seven day (one module per day), but then follow up on several of the action steps over the next several weeks to months. Others choose to do one module per week in order to have time to carry out the action steps within each module. The community and mastermind will help you as you move through the implementation phase.
The free training taught you WHAT you need to know and WHY it’s important. But the full course will teach you HOW to implement those ideas into your daily life. The included online community and live mastermind will hold you accountable and provide the support you need to carry out your plan.
No, this course is designed so that a novice investor will be able to implement the ideas. Additionally, this course will challenge experienced investors with a different way of thinking about investment philosophy, fees, business, taxes, debt, impact, retirement, and more.
- This class is tailored to meet the needs of service-driven professionals who have been overlooked, underestimated, and historically marginalized in finance.
- Many financial literacy courses are created by industry insiders who have always been in the financial world and now want to share what they know. While this is helpful to many, they often lack empathy or understanding about what a service-oriented life looks like and the problems we face, thus their information isn’t practical or applicable for us. This course is taught by instructors who have faced and tackled the same problems that changemakers like you face and have developed innovative solutions specific to your needs. While trying to make a difference in the world and not having the resources to do so is frustrating, there are tactics and techniques that can support your journey.
- On top of being an impact-driven 100% female-owned business, we have structured our firm to be as unbiased as possible (no conflicts of interest), meaning that we don’t sell financial products. This affects you because you know that the education provided is in your best interest, rather than as a result of getting compensation from another company through either affiliate links or commissions.
- You get a full 60 minute 1-1 power planning session with a CFP® Professional at a very discounted price.
- Realistic and simple methods for how to invest on a teacher salary
- Updated insight on socially responsible investing and cryptocurrency
- Practical options for student loan forgiveness and credit repair
- Realistic and simple methods for how to legally start an impactful business in line with your values
- The joyful alternative to traditional retirement designed for service-driven people
- Values-driven ventures: crafting income streams with conviction
- The tax tricks that most people miss
- Updated technical advice simplified for beginners
- Impactful without exhaustion: thriving in service careers
- How to optimize your credit and effectively use it as leverage
- Service-driven burnout: brain shifts, career pivots, and money wisdom
- Learn the triple diversification method: time, tax, and type
- Changemaker challenges: money mindset misfires and remedies
Yes, questions are answered and feedback on the financial plan is given during the 1-1 power planning session with Carlie Ransom, CFP®.
If for any reason you are not satisfied with the course you may email carlieransom@equalpathinvest.com to get a full refund as long as you have finished the course in its entirety and let me know which strategies did not work.