Coaches

Be familiar with our mission, vision, and tenets
Be familiar and comfortable with YNAB.com
- YNAB has a TON of learning resources, here is their getting started guide, but if you google there is so much more
Be familiar with the RightCapital software
- Client Facing RightCapital Tutorial
Be familiar, comfortable, and confident with our Roadmap. Feel free to give me feedback or pushback to make it better or so you can better understand it and be aligned with the mission
Be familiar with our recommended content
Within our recommended content, I would prioritize the following
- The Simple Path To Wealth
- Starting to listen to the ChooseFi podcast to understand our financial hashkafa
  - Also this episode in particular Episode 100 FI Overview
- Die With Zero
- The Tail End
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