Do you want to get your financial house in order?

Our live money bootcamp covers spending, retirement, what accounts to use for what savings goals, how much house to buy, how much to save for college, and more. It includes a classwork book with 10+ exercises that will help you understand your own numbers. Seven classes are taught live with a recording and three classes are offered on-demand to fit your busy schedule. 

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what you get

With the Live Money Bootcamp, you receive:

  • Seven 1-hour live class sessions on a broad range of financial topics.  Three pre-recorded classes that you can watch on your own scheduled.  We know you're busy. All live classes are recorded so you can review and catch up if you miss a class.  
  • Excel workbook with 10 assignments to help you dig into your own numbers at home
  • Written feedback on three homework assignments
  • 30-minute meeting with the course facilitator
  • Lifetime access to the materials and recordings
Your Investment = $599 for the live class 
Join the Next Cohort


Our next class starts on Friday April 25th.  

Class goes for seven weeks on Fridays through June 6, 2025.  

Sign up here

Want to learn more?  You can sign up here for a brief email sequence about class.

 

Eryn Schultz, MBA

My mission is to help more women take charge of their financial futures, and lessen the gender wealth gap. 

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 has presented to women's groups at Amazon, LinkedIn, Harvard Business School, and Kellogg Business School, and has lead hundreds through her Live Money Bootcamp.  She has been featured in CNBC, NPR, Real Simple & Forbes.

What's Inside The Money Bootcamp

The Full 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

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 women surveyed who complete the 10-week money bootcamp take ACTION on their money during or after class.”

- closed class survey-

What's stopping you from

Knowing your net worth and growing it

 Join us!
SATISFACTION
100% 
guarantee

100% Satisfaction Guarantee for 30-Days

100% of class fees for the money bootcamp 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
  • Entrepreneurs and others without a 401K or other retirement account through work

Frequently asked questions

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

75% of women who complete the curriculum take ACTION through class. While what you will achieve will vary based on your personal experience, many women trim some spending, increase their 401K 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 (saving 4% more of a typical post-MBA salary), can lead to hundreds of thousands of dollars later in life. 

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: 7 weeks of 1-hour live classes, worksheets and seven Excel templates . The course also includes 3 pre-recorded classes that you can take on your own timeline and 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.