Do you want to get your financial house in order?

Join us for 10-weeks of financial education tailored to Mass General Brigham faculty. We help you figure out how much cash you need and where to keep it, how to navigate the options in your 403b to reduce taxes, and how to approach investing.  The course fee is reimbursable through MGPO.


All classes are taught live each week with an option to watch the recording afterwards. The next class is Tuesdays from 4-5 pm EST from January 21st - April 4th.

what you get

With the 10-week Money Bootcamp, you receive:

  • 10 1-hour live class sessions on a broad range of financial topics.  All classes are recorded so you can review and catch up if you miss a class.  
  • Excel workbook with weekly exercises to help you dig into your own numbers at home
  • Written feedback on three homework assignments
  • 30-minute meeting with the course facilitator
  • 6-month access to the materials and recordings
Your Investment = $750 for the live class
The class fee is eligible for reimbursement through the MGPO financial planning benefit 
Join the Next Cohort

Next cohort starts January 21, 2025 on Tuesdays from 4 - 5 pm EST and runs through April 4th.

Please note we will not have class the week of February 17th because of BPS spring break. 


Eryn Schultz, MBA

My mission is to help more individuals take charge of their financial future. 

Founder of Her Personal Finance

Meet Your Instructor

The program is facilitated by Eryn Schultz, a 2015 Harvard MBA with a passion for demystifying personal finance. Unlike other financial education programs, Eryn is focused on education and does not sell any investment or insurance products. Eryn completed a Certificate in Financial Planning, and has presented to women's groups at Amazon, Schlumberger, Harvard Business School, and Kellogg Business School, and has lead hundreds through her 10-week Money Bootcamp. She has been featured in CNBC, NPR, Real Simple & Poets & Quants.

What's Inside This Bootcamp

The Full 10-Week Money Bootcamp Curriculum

Pre-Work: Where are you today with your money?

  • Spending & Net Worth
  • What are your goals and how will your attitude towards money help or hurt you in achieving them?

Spending & Net Worth

  • Introductions & Money Philosophy
  • Worksheet: Where does your spending go now and what are your top 5 big rocks?
  • Course Kick Off and Introductions to your Money Community
  • Homework: Spending Exercise
  • Extra Credit: What is your life-time earnings using the Social Security Admin calculator.
  • Class 1 Recording

Account Set up & Automating to your Goals

  • What is the right account infrastructure to hit your goals? How much should you keep in each account?
  • Excel: How much do you need to save each month to hit your goals? E.g., buying a house or retiring by 50
  • Homework Goal Setting
  • Class 2 Recording

What's your retirement number?

  • Worksheet: How much have you saved? How much do you need?
  • Excel: Simplified retirement calculator - are you on track?
  • Retirement Savings Benchmarks
  • Class 3 Recording

What accounts do you need for retirement?

  • Worksheet: What retirement accounts do you need? E.g., Roth vs Traditional 401K? IRA? HSA? Brokerage?
  • Excel: Tax implications of a Roth vs Traditional vs Brokerage Account

What accounts do you need for retirement?

  • Worksheet: What retirement accounts do you need? E.g., Roth vs Traditional 403b? IRA? Brokerage?  How does MGB contribute to the cash-balance plan? 
  • Excel: Tax implications of a Roth vs Traditional vs Brokerage Account

How should you approach investing? What about insurance?

  • Worksheet: How should you approach your asset allocation? How should this change over time and after key life events like buying a house?
  • Excel: What is your current investment allocation?
  • How much insurance and what types of insurance do you need?

401K Roll overs, Roth Conversions, Equity Compensation

  • What should you do with your old 401K or 403b?
  • What is a Roth conversion and what are the key advantages and disadvantages of this tax maneuver?
  • What are the key types of equity compensation and what does company stock mean for you?

Maternity Planning & Paying for College

  • How much does it cost to have a baby? What are the key expenses and how can you prepare today?
  • What is a 529 plan and why is it a helpful tool in saving for college?
  • Exercise: How much do you need to save for calculator?

Credit Scores & Student Loans

  • What's a good credit score? How can you change your credit score and when should you care?
  • Worksheet: What are your options for refinancing your student loans? How should you prioritize being debt free versus other goals like retirement?

Buying a House

  • What are the economics of buying a house? What percentage of your net worth will a house represent? How does renting compare to buying?

Course Wrap + Financial Advisors

  • In what scenarios should you work with a financial advisor? What are the options and what questions should you ask?
  • Small Groups: What changes do you want to make after this class? What systems do you want to use to hold yourself accountable?

“75% of students surveyed who complete the 10-week curriculum take ACTION on their money during or after class.”

- closed class survey-

What's stopping you from

Knowing your net worth and growing it

SATISFACTION
100% 
guarantee

100% Satisfaction Guarantee for 30-Days

100% of class fees are refundable through the completion of class four if you find the content is not a good fit for you

What Makes This Class Different

This class includes hands-on assignments that enable you to go past theory to action.  The most common action taken during class is increasing your retirement savings. While 3-4% adds up over time, most individuals will barely notice the difference in their paycheck today. 

This class is NOT for:

  • Anyone not planning to live in the US for at least 2-3 years
  • People uncomfortable using Excel to do basic calculations
  • Individuals outside of MGB

Frequently asked questions

What do most people in class achieve? What's the return on my time?

Based on pre- and post-surveys conducted by the Office of Women's Careers, 75% of students who complete all 10-weeks take SOME action through class. While what you will achieve will vary based on your personal experience, most women trim mindless spending, increase their 403b savings, transfer cash from their bank accounts to an investing account so it can start growing, or make a plan to pay off debt (student loan, credit card or mortgage) faster.   Many class participants do multiple of the items listed above. 


Even a small change in behavior e.g., saving 3-4% more of your income today, can lead to large savings later in life.  For example, investing ~$500 per month more in an IRA or 403b over the next 30 years could translate to $566.8K more in retirement. 

Can I take the class if I do not identify as a woman?

Yes!  While the class is hosted by the Office of Women's Careers, it is open to everyone. 

How do I receive reimbursement for the class fee from MGH? 

All employees paid through MGPO are entitled to a $1,500 financial planning benefit every three years.  The Her Personal Finance course is eligible for reimbursement as part of this benefit.  More information is located on the MGH website here.  Note: log in is required.   


To apply for reimbursement, participants must submit a receipt of class purchase and share the class certificate of completion with the MGPO office.  Detailed instructions are shared the last two weeks of class. 

What's the time commitment?

The live class is 1-hour every week with about 1-3 hours / homework each week (some weeks have minimal homework and others have more). All the classes are recorded and many participants miss some classes and catch up via the recording.  The live class also includes a 30-minute one-on-one, and homework review of three assignments which may involve more follow up questions and research to help you make better financial decisions. 


What's included?

Live Class: 10-weeks of live classes and a workbook of all class assignments. The course also includes individual review of three homework assignments including your monthly spending, your current net worth and your retirement projections.  Finally, you receive a 30-minute one-on-one to answer all your questions individually.

What are class materials like?

Take a look at our free resource (and first lesson), Your Money Story, that helps lay the foundation of your financial journey here.

Access 401K dba Her Personal Finance is a registered investment advisor in the State of Texas.  You can access our ADV Part II here which lays out how we earn money and work with clients.  Our financial education classes are for educational and informational purposes only and do not constitute financial advice.