Free Lesson
Build Your Work-Optional Plan in 60 Minutes
60 min
Jan 21, 2026 4:00 PM
Virtual (Zoom)
In this video
What you'll learn
Calculate your Financial Independence number
Figure out how much money you'll need to achieve financial independence and become work-optional
Gauge if you're on track
Determine how much you should be saving in order to make work-optionality a reality
Choose investments that help you get there
Build the foundational knowledge you need to confidently choose the right investment options for you
Why this topic matters
We all aspire to build successful, impactful careers, but we also crave more flexibility and time to spend on other passions and interests, without the pressure of earning a certain income.
Achieving Financial Independence (FI) means you have enough assets to fund your life and, as a result, become work-optional.
This session will help you know what it takes to make that happen.
You'll learn from
Jeff Merrell
Founder & Coach at Wise Money Mentor
Coached professionals working at...
