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Coaching Programs

Planancial is a one-stop-shop for online personal finance classes taught by a CFP® professional. For less than your monthly gym membership, coffee habit, OR the hourly CFP® professional rate, you will get top-notch strategies and tips to become #FutureRich.


We make personal finance accessible, easy to understand and, we like to think, FUN.

Our personal finance classes are brought to you through Suny Ulster the State University of New York Ulster campus. These classes are part of the Continuing Education offering. You can learn more about Suny Ulster here. Registration will be through the link below OR on Suny Ulster website. Non-Credit Classes. 

*Future Rich Mentioned on CNBC

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