“For the first time, I feel in control of my finances."

Roots of Personal Finance will help you learn how to budget, save, eliminate debt, and start a new path to financial freedom. Our members are winning and so can you!

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Take Back Control Of Your Money, It's Easy To Get Started!

Save Money

Eliminate stress and anxiety, build an emergency fund and set yourself up for success!

Pay Off Debt

Nobody wants to be broke. Learn a simple process to pay off your debt so you can do more of what you love.

Do What You Love

Money is meant to be enjoyed! Once you reach financial freedom you can build the life of your dreams for you and your family.

Would You Pay $0.74 Per Day To Save and Pay Off Thousands of Dollars? They did!

Roots is an investment that will pay for itself over and over again. Our Roots members success is proof that the simple process we teach works!


"Joining Roots is probably the best thing we did for us as a couple. This course helped us learn and change our spending behaviors before it became a big problem in our marriage. It has brought us closer as we work towards a common goal...becoming debt free. We've paid off over $36,000 and have saved $3,000 for our emergency fund. Thanks Brad!"

Kura L.
Roots of Personal Finance Member

They Took Back Control!
So Can You!

In many ways, money is controlling you and your decisions. But, it shouldn't be that way! Roots will show you how to take back control and have long-term success like you've never had before.


"Since my husband and I started Roots last year, we've implemented a monthly budget and a plan for paying down debt. This alone has been life-changing, not only have we paid off over $36,000 in debt but we have $2,000 in savings and so much more freedom to do what we want day to day without stressing about money."

Amber T.
Roots of Personal Finance Member

Who is Roots of Personal Finance For?

Whether you want to save money, pay off debt, or simply get your finances back on track, Roots of Personal Finance will help you:

  • Stop living paycheck to paycheck.
  • Create a reliable financial plan.
  • Improve your financial behaviors.
  • Build an emergency fund savings.
  • Learn to budget the right way while still having fun.
  • Crush debt for good.
  • Improve your marriage and relationships.
    Build confidence in your finances and your future.
  • Get a clear understanding of debt products.
  • Meet and collaborate with people in similar situations.
  • Give you access to a seasoned financial coach.
  • Have success with your money and finances like never before.
Roots will teach you a simple, easy to follow process that anyone can do.

"I know what I need to do to meet my financial goals, and I actually have a plan to do it!"

Ashley J.
Roots of Personal Finance Member

Roots members have saved and paid off:


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"I'm confident I'll be able to dig out of this debt a little bit at a time! The tools I acquired in Roots really have helped tremendously!"

Lindsey P.
Roots of Personal Finance

Become a Rockstar With Your Money

Roots of Personal Finance will give you everything you need to take control of your money and do more of what you love!

Learn to have more success with your money than ever before for only



Eight Core Lessons

Lesson Handouts

Action Item Worksheets

FAQ Lesson Videos

Facebook Group

LIVE Financial Coaching

Weekly LIVE Meetups

Special Guest Presentations

Roots Rewards Program

Ongoing Content

Email Support

Household Membership

No Contracts

Stay as Long as You Need!

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"You have saved me so much time, money, stress, and my marriage by offering this course at an affordable price. I just want Brad to know that I thank him from the bottom of my heart."

Amanda D.
Roots of Personal Finance Member

Roots Members Are Getting Amazing Results

Our Roots of Personal Finance members are saving, paying off debt, and taking control of their finances like never before. We show them the process, but they are the real heroes of their story. Check out what they have to say!


"Roots has been huge for our family, from tracking groceries, budgeting, and cutting cost everywhere possible. We now live a simpler life, giving us a light at the end of the tunnel. "

Karen C.
Roots of Personal Finance Member

Remove Fear and Stress From Your Life!
We Can Show You How!


Take Control of Your Money.
Do More of What You Love!


"Roots of Personal Finance has helped my family pay off over $45,000 worth of debt in the last year! I feel so much better knowing my financial future is secure."

Christina T.
Roots of Personal Finance Member

Canadian Residents are Welcome!

Some of our most successful members are from Canada. Roots of Personal Finance is built with a U.S. background. However, the majority of what you will learn is applicable to your financial situation.

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"O.M.G! I just did my taxes, and I have an upward trend with my business plus I will officially be debt-free when we get our tax money back! Brad I can't even begin to tell you the amazing feeling, the weight that has been lifted off of me, and the excitement that I can do ANYTHING! Brad if it weren’t for your guidance, I wouldn’t have had a clue. Your class really did help me to teach myself the discipline I was lacking. It's not an easy get rich quick scheme, I know! But the plan is amazing, and if you follow it, it's LIFE CHANGING! Thank you, Brad. Thank you so darn much!"

Tammi B.
Roots of Personal Finance Member

What Will I Learn In Roots?


Money is not the problem, you are! Your behavior is 80% of the cause of your current financial situation. Until you get yourself under control, nothing else will matter. It starts with you! We will cover four key areas that will help drastically improve your behavior and your finances.

Budgeting Basics

Would you build a home without plans? No, right? Then why don't you have a plan to build your financial life? A budget is a plan for your money and your life. It will give you a sense of control. A budget is one of the best tools to help you reach your financial goals, and we are going to show you step-by-step. You are the boss of your money!


If you don't learn how to save, you will always be broke. Roots will teach you how to save $1,000 FAST! To get out of debt, you have to stop borrowing money. We will show you how you can break the dependency on credit cards and debt products by implementing a little trick that will make all the difference.

Eliminating Debt

Do you want to reduce and pay off your debts? We will teach you one of the best and most efficient tools to help you crush your debt for good! Debt is the lie that has been told long enough that it has now become truth! This course will challenge many of the popular beliefs about debt and how it is holding you back.

Debt is a Product

There are two dream killers we face—one is fear and the other is debt! Debt holds you back! You can't keep doing the same things and expect a different result. This class will explain and challenge the popular belief of conventional debt products and why you need to stay away from them to win with money. Get ready, and hold on tight!

Handling Collections & Insurance Basics

Collections can be scary. What's the best way to fight fear? With knowledge! This class will empower you to handle your collections situation correctly. Insurance is one of the #1 ways to save money and we can show you how. It is also the #1 way to financial ruin if you aren't adequately insured. This class will teach you the basics of insurance that everyone needs to know.

Take The Road Less Traveled

Eight out of 10 people live paycheck to paycheck. 82% have less than $1,000 in the bank. 68% of people are unhappy with their jobs. Normal is broke! Don't be normal, be weird. We have been through this process and we know the road well. I want to pass along what we've learned, so you are prepared and motivated to take your life back. You can do this!

Helpful Workbooks

Every class comes with colorful, downloadable handouts and action items that you can print and then follow along and take notes. However, we did most of the work for you by writing down the most important items in each class.

Built For Busy People

Your calendar is full with work, kids, family, and life. Roots of Personal Finance can fit in with any busy schedule! Our content and LIVE meetups can be viewed and listened to from any device. Roots can go with you anywhere.

FAQ & Email Support

Get your questions answered so you can take control of your finances. Every lesson includes an FAQ wrap up video to go over the most common questions we receive after each lesson! Do you have a question we didn't cover? Send us an email. We are happy to help!

"Roots has helped my husband, and I get our finances back in order! Being able to budget for a cash Christmas and have a growing emergency fund is truly peace of mind! In our first two months, we paid off over $3,000 in debt! Thank you, Brad and Roots Community!"

Demerise W.
Roots of Personal Finance Member

You Can Do This Too!
What Are You Waiting For?

Our Roots of Personal Finance members are normal everyday people. You can do this as well and save money and pay off debt just like they have!


More Than Just Online Content
Additional Bonuses For Roots Members

Along with your membership, you will be joining other members who are working on similar goals. That's right, you are not alone, and our community is here to help, support, and celebrate with you every step of the way! If you need accountability, you've come to the right place.

Weekly LIVE Meetup

You aren't on your own. Get help and accountability every week! Our LIVE meetup is simply amazing. Meetups are an opportunity to come together as a group and discuss the content and to answer your financial questions. Meetups provide another opportunity to get the help you need in order to have success!

Roots Facebook Group

Our Facebook group is fantastic, and it is another place where you will receive tons of value. Not only do you get to interact with other like-minded people, but our financial coaches are very active in this group; answering questions and posting additional content.


Get encouragement, celebrate your success, and help others! Many of our members experience better results because there is accountability. There is an incredibly strong unity when a group of individuals come together to work towards a common goal.

Special Guests and Additional Content

We love bringing on special guests during our LIVE meetups to add even more value for our members. In the past, we have had a coupon expert, a psychologist presenting on communication in relationships, and direct sales professionals speak on how to better their business. These guests provide tremendous value as you begin your new journey and expand your personal finance knowledge.

One-on-One Coaching Available

Everyone's situation is unique. Personal finance for many is a very private matter, and you'd like to keep it that way. As a member of Roots, you will have an opportunity to have an one-on-one coaching session with a financial coach if you are seeking additional, private help. Please note, this service is an additional, but reasonable fee. 

Roots Rewards

Changing your financial situation is hard work; that's why we love to reward our members for a job well done by dropping encouragement and surprises that arrive on your door step. Who doesn't enjoy a good pat on the back?

"Roots made it simple, and I can see a clear goal of becoming debt free."

Brittany S.
Roots of Personal Finance Member

Stop Being Broke, Start Living Free!

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Are You On The Fence?
Roots Members Are Wondering Why?

I love the passion our Roots members share about our membership site. This passion is real because what they've learned combined with their hard work is changing their lives!