The Sonny Finance Bootcamp
From running from your finances to confidently growing your net worth, transform your financial future in one weekend.
This course is no longer available.
Explore other coursesPreviously at
Course overview
We make getting your financial act together simpler than your skincare regimen
You have great assets. We help you use them to your advantage.
Our proven, science-based method incorporates data from 95+ research projects and 300+ users to put you on-track to reach your goals and feel secure in your financial future.
Designed specifically for high-achieving, ambitious women like you wanting to:
01
implement an 80/20 approach to money management:
maximizing returns, minimizing time to achieve it
02
use your wealth to leave the world 10x better than you found it; supporting like-minded women to build together, not alone
03
learn the BASICS to reach your goals, not complex investment strategies; financial terms are intimidating and you don't know where to start
Full refund if the course doesn't pay for itself within a year. Guaranteed.
Our #1 priority at Sonny is improving your financial well-being. This means we stand by our course 100%. No matter what.
No questions asked. No ifs, ands, or buts. Just reach out to us on email. We'll make it right. Refund you. Do cartwheels. Whatever it takes.
What’s included
Live sessions
Learn directly from Rachel West in a real-time, interactive format.
Lifetime access
Go back to course content and recordings whenever you need to.
Community of peers
Stay accountable and share insights with like-minded professionals.
Certificate of completion
Share your new skills with your employer or on LinkedIn.
Maven Guarantee
This course is backed by the Maven Guarantee. Students are eligible for a full refund up until the halfway point of the course.
Course syllabus
Week 1
Establish Your Financial Baseline: Conduct a thorough financial audit to create a clear picture of your current financial situation.
Master Credit Card Analysis: Dissect a credit card statement to identify spending patterns and areas for improvement.
Align Spending with Values: Analyze your spending to ensure it reflects your personal mission and values.
Boost Loan Eligibility: Evaluate how credit scores and other factors impact loan eligibility, and create a plan to improve your credit score.
Empower Your Credit Management: Reframe your views on credit and debt to responsibly utilize financial tools and enhance your credit score.
Visualize Your Financial Future: Construct a detailed snapshot of your financial future based on current actions
Create Your Financial Mission: Build a science-based mission statement to guide your financial decisions.
Define Financial Stewardship: Construct a personalized definition of financial stewardship to crystallize your purpose and money's role.
Focus Your Finances: Define your anchors, priorities, and goals for focused investments.
Craft a Strategic Budget: Develop a personalized budget to align with your goals.
Strategize Debt Repayment: Create a plan to minimize interest and fees.
Analyze Spending Patterns: Identify and understand the psychological drivers behind your spending tendencies.
Transform Spending Habits: Implement psychological tactics to hack your spending behavior and exercise financial discipline.
Achieve Financial Milestones: Start funding your emergency savings, pay off debt, or save for a specific goal by reforming costly behaviors.
Easily Manage Bills: Re-adjust your budget to pay bills on time and in full with ease.
Streamline Financial Management: Automate your financial plan with the right instruments for seamless management.
Visualize Money Flow: Map out your current and desired flow of money for efficient financial management.
Stay Tax-Compliant: Regularly track deductions to ensure timely tax filings without stress.
Simplify Financial Allocations: Automate allocations to giving, investing, repaying debt, and daily spend.
Harness Compounding Power: Calculate the impact of compounding and inflation on your money's future value.
Confidently Execute Investments: Make basic investment transactions on your chosen platform.
Diversify Your Portfolio: Assess diversification to reduce investment risk.
Maximize Tax-Advantaged Growth: Use accounts like 401k, Roth IRA, IRA, HSA, FSA, and 529 Plan to grow your wealth for long-term goals.
1. Conduct a Comprehensive Financial Audit
2. Evaluate and Improve Your Financial Health
3. Set Financial Goals and Plan for Home Buying
4. Achieve Quick Financial Wins
5. Automate and Optimize Your Finances
6. Master the Art of Investing
.jpeg&w=1536&q=75)
Our Impact and ROI: Case Study
.jpeg&w=1536&q=75)
28 year old female professional
The Sonny Experience: From Former Fellows
Jackie
Sydney
Sam
Meet your instructor
Rachel West
Rachel West
CEO @ Sonny | Adjunct Professor at Baylor University | EIR @ RevTech Ventures
In addition to running Sonny, Rachel teaches Making Personal Financial Decisions at Baylor University and serves on the investment committee at RevTech Ventures. She currently sits on the advisory boards of Best Buddies Texas and Fundr.
As a venture capitalist, Rachel's track record with an 30%+ IRR across funds led her to become the youngest fund manager in Texas. Thereafter, she launched the first fund seeding female founders transforming the retail industry.
To date, Rachel has helped 850+ women break through personal and professional barriers through leading various organizations and facilitating intimate, peer-to-peer learning - spanning from trafficking victims to entrepreneurs and investors.
Course schedule
One Weekend
Self-Paced Modules
Dependent on dianostic survey results
Because a large component of the class is discussion-based, our modules help you close knowledge gaps to get the most out of the session, covering key terms and concepts central to the next learning lab.
Interactive Learning Labs
2 hours per session
Transform your mindset from "How do I?" to "How can I?" through intimate group learning, real and raw discussions, and applied case studies. Maintain momentum around your weekly financial actions and behaviors through building accountability within your group.
Step-by-Step Action Guides
1 hour in between sessions
Put your learnings into practice immediately through completing pre-built, customizable templates that require you to take actions that incrementally improve your financial situation. Then, enhance your approach through reviewing with your group in the next class session.
Frequently Asked Questions
Learning is better with your friends and coworkers
Accountability with people that stick with you
Studies show that accountability works best with people which you have high levels of pre-existing trust; we highly encourage you to apply with people you already spend time with (and enjoy it!)
Active hands-on learning
This course builds on live workshops and hands-on projects
Interactive and project-based
You’ll be interacting with other learners through breakout rooms and project teams
Learn with a cohort of peers
Join a community of like-minded people who want to learn and grow alongside you
Expense Your Course
01 | Give a heads up.
Mention to your manager that you saw a great course. Do this casually, like at the water cooler, or on Slack.
You think the course would be useful to optimize your productivity for your work. Ask if you can send them more info.
Hey boss,
I saw this financial bootcamp and I think it would make me a better performer at work.
Can I send you the details?
02 | Make your case.
Follow up with an email that shows how the course aligns with your role and goals.
The example is too long to include here, so just grab the template from the link below and tweak it as needed:
03 | Follow up.
Supervisors are busy. If you don’t hear back, follow up again after ~3 days. This follow-through shows you're committed to getting value out of the course.
Here’s a good example of a follow-up message:
Hey boss, have you had time to look at the course I sent you?
I really believe it would help me do X, Y, Z more effectively.
Here's the link: __________.
Let me know,
P.S. registrations end on _____