Set it and forget it

A 7-day email course that will guide you through the process of automating all of your finances so you know you'll reach your financial goals, but you can forget about it and focus on living your life.

Automate Your Money Today

Start setting up your automated financial system today

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    Jeff Thelen

    Entrepreneur & Personal Finance Expert

    Who am I?

    Ex investment banker and private equity investor who understand the "rules" of finance, but has made tons of financial mistakes along the way. Learn from my mistakes so you can set and forget your finances and reach your financial goals.

    What will you learn?

    • Better understand where you're spending your money
    • Reduce fees and earn interest on your money
    • Choose best credit cards to maximize your rewards and/or cash back
    • Create a savings and investment plan, automate contributions and watch it grow
    • Find the best investment platforms for ETFs, Stocks and, Crypto.