The Fellowship is a reminder of the ongoing value you provide as an advice-giving professional.

What you'll get with your purchase of The Fellowship:

21 Declarations:

The heart of The Fellowship are The 21 Declarations—25 years of experience and 10,000 hours of conversations with financial professionals in 20+ countries, all distilled into 21 definitive statements (think: commandments) designed to reconnect you, step-by-step, to the values, confidence, and excitement you started with—and what you know to be true.

800-word essays: 

Each Declaration of The Fellowship comes with a short, powerful, #allkillernofiller essay written by me and intentionally engineered to make you reflect on the bare essentials of the work we do as Real Financial Professionals.

5–10 minute accompanying videos:

Audio/visual learners rejoice! These accompanying videos add details to the Declarations and shared essays, and (of course) include my signature brand of teaching: simple, elegant sketches to distill and clarify complex ideas.

2 CE credits:

Two CE credits are available through The Fellowship to U.S.-based CFPs to fulfill the annual Continuing Education requirements. After you complete The Fellowship, you'll have the opportunity to take an assessment to earn two CE credits.

$500 one-time fee:

No, that’s not a deposit. No, there are no hidden fees. No, there’s no monthly payment. Plain and simple.

No discounts:

Not for any of the people who have been through it before, and not for you. Discounts are a hiding place. Hiding is antithetical to what The Fellowship is all about!

Lifetime access:

Anytime you need to, you can return to the confidence forge of The Fellowship. We’ll keep it up for a lifetime—or as long as our tech and tools allow!

See you on the inside.

-Carl