What Others Say

See more than 70 Google reviews for this course averaging 4.9 stars out of 5.

Your course, education, recommended tools, and weekly support calls has led to a retirement that I never thought I would have. Each time I see days (like today) where the market is negative but my portfolio is positive, the “aha” moment happens again. Thanks so much for the extremely positive impact you’ve made on my retirement life.

Terry Jennings

Your course impacted me so deeply that I’m almost rethinking my whole life and assumptions that I’ve been working toward. I came into the course with the “mountain of assets” mindset. I’ve put my W2 job on top, but now I see how it’s only a piece of the complete puzzle. So much of my life was driven by assumptions that I never questioned before, and your course helped me see where my thinking went wrong. Target date funds, speculative real estate, crypto… mistake after mistake. I cannot realistically put into words what you and your course have done to improve my life and my family’s life. I feel I have missed out on so much living, fulfillment, and experiences. I’m almost 45, and I’m grateful to have found this course when I did.

Jeffrey Rodenkirch

Even though I’ve been actively studying and researching personal finance and investing for the past 20 years, you have connected concepts in ways I’ve never seen before. It has helped me strategically focus my plan based on my skills, interests, resources, and goals. Surprising that I’ve never seen these concepts put together in such a logical, coherent, and useful manner. Well done!

Adam B., Calgary, Alberta Canada

I was quite desperate and confused when I started your course in 2018 at almost 60 years old. I didn’t know what to do or where to start, but your program was exactly what I needed. It gave me all the knowledge and insights to make a bespoke wealth plan and execute the plan. I worked diligently on my wealth plan for five years, and this has transformed my fortunes completely. I have recently retired from my career and am at a comfortable and confident destination, all thanks to your tuition and insights. The money I spent to purchase your course is among the best investments of my entire career, and I feel grateful to have chanced upon your course on the internet. I cannot thank you enough, Todd. Your program changed everything for the better for me.

Kolawole Adeshina, Lagos, Nigeria

I’m writing to thank you, Todd. I learned a lot from you. The training I got from you was different than any other, and I wouldn’t be where I am without that knowledge. I hear colleagues lamenting the retirement that could have been and now will not be – down 30%. I remain unfazed with my plan, in control, and my house is in order. Despite huge uncertainties and a potential layoff coming, I’m comfortable asking to be made redundant and “retired” at 50. I’m in an enviable position, in part thanks to you. Buying your mentoring is up there with my BS degree and marrying my wife as the best decisions that I have ever made. You are sincerely appreciated.

Russ Thomas, Mandeville, LA.

I did your course in 2022 when I was 58. The power of your content surprised me. The course changed my mind totally, and now I’m going to retire beginning next year. I have to say thanks, and congratulations. You have to be proud for the work you’ve done.

Pedro Elena, Madrid Spain

This is more than investing knowledge, it’s also about putting it into action. In hindsight, I spent more time than necessary understanding and planning, and not enough on taking action. I’ve rebalanced thanks to you and the course. I only wish I had come across your teachings sooner. It’s a masterpiece of a roadmap.

Niall Freely, Australia

What stands out today is how the program has matured into a living ecosystem: the tools and concepts are still directly relevant to my portfolio design and decision-making, and the community continues to provide exceptional value. Todd remains actively involved, showing up weekly to support members, without charging extra, and that commitment reinforces everything he teaches about integrity and stewardship.

Leuk Andersen

I've been following Todd for years, and have completed his Building Wealth Course. I believe paying for his course is the best money I have spent in the last 15 years. It's incredibly thorough, provides tons of value (including many concepts that I've never seen taught anywhere else), and best of all, he keeps improving the content with weekly office hours and a forum full of dedicated members. I think the price he charges is an absolute bargain for what you get in return, and everyone that is financially able to should invest in themselves by becoming a member.

Adam Rezner

There are so many financial gurus out there. Financial Mentor/Todd Tresidder is heads and shoulders above many others because he shoots straight. Not only does Todd educate, but he warns about hidden traps such as annuities and forecasting the market. He overdelivers!

Najeeb Siddique

I have a MS in finance and investment and there are practical, next level concepts that weren't even on my radar. The course has caused a paradigm shift for me. More than anything else though, it has provided me with hope and excitement about achieving financial freedom in order to pursue my goal of leading a more fulfilling and meaningful life.

Larry Good

When it comes to investing, Todd is a master. Even better, he doesn't use a one-size-fits-all approach to wealth creation and wealth management. What I really like about being a paying subscriber is that not only do I have ongoing access to Todd via the forums and weekly calls, but also the thinking of his other clients / customers who form an online community.

Liam Friedland

I signed up for the Expectancy Wealth Planning course through FinancialMentor.com in 2018. Years later, it's still delivering tremendous value on a regular basis. Besides the course material itself, which is excellent and extensive, I've received great benefit from the weekly "office hours" phone calls, the private online forum, and a well-curated list of additional resources. It's been well worth the cost.

Josh Horstman

Best and most thorough course I’ve seen for constructing a financial plan. If you’ve spent any time reading Todd’s blog posts then you know the level of quality and thoroughness to expect. The community and discussion that accompanies it is icing on the cake. No better spot on the internet for being surrounded by smart thinkers with a variety of approaches they’re applying in their own life. Happily giving this 5 stars because there aren’t 6!

Courtenay Shipley

I bought the Expectancy Wealth Management course. I'm a CFO and Qualified Accountant, and also have read over 20 books on personal financial planning and listened to various podcasts and read lots of online articles. I've generated a great return on the cost of this course and my time, which is my ultimate measure being a VP of Finance! Just to repeat, this course is incredible. I cannot emphasise how much better this course is than everything else I've experienced.

Umar Khan

When I started this journey with Todd, my husband and I had no wealth or retirement plan and we were living paycheck to paycheck. In just one short year Todd helped us reduce our expenses by 30% AND create a wealth plan that is entirely based on REALITY; in fact, we’re half way through implementing it already.

Sabrina Gottlieb, Geldmacher - Los Angeles CA.

I just want to say how awesome it is working with you. To find a mentor with actual business experience, real estate, and financial background is huge. Not only that but your value to living a balanced life with your family. In the past I had become frustrated looking for a mentor with just one of these traits, much less to have the ability to teach and really mentor on top of that! I can honestly say that in this last year I have made 20 times the amount I have paid you, and I fully expect this number to keep growing…

Dan Cosgrove, President of Mercantile Systems & Surveys - Brentwood, CA.

Todd helped me develop and execute three paths to financial freedom, one of which I have fully put into place in less than one year. Todd taught me how to define financial freedom for me, and he helped me vastly improve my financial knowledge and confidence. With his support and guidance, I developed three separate paths based on my interests and passions. He guided me as I explored and learned about each of the paths and got clear about specific plans to accomplish success on each path. I feel empowered and capable of executing each plan in a very short time-frame (one to five years). When the first plan was solidly in place, it felt incredible to know that soon I will not need a traditional job for my livelihood and can fully pursue new interests. Now I know how financial freedom can truly be life-changing. I have worked with several coaches over the past seven years, and Todd has been the absolute best at pushing me to accomplish more in the financial area of my life than I had ever imagined possible. Todd motivated me to set high expectations and make big accomplishments, and he knows how to get results.

Carolee Laffoon - New Orleans, LA.

… you’ve helped me develop a realistic plan for both my businesses where succeeding with just one should make me financially free in 3 years. I’m excited to take action every week and turn these plans into reality. You have been much more than a financial mentor: you have been the voice of unbiased reason by always bringing me back to what counts. Thanks!

Stephen Del Monte, DelMoSports - Wildwood, NJ

I initially came to the coaching calls looking for you to tell me what to do because this is what I’ve done all my life. What I’ve really learned working with you is how I’m very capable of thinking and making decisions for myself.

Nahrein David, Consultant - San Francisco, CA.

In just 12 months of coaching we accomplished the goals we set out to achieve and got more than we expected. We expected you to teach us how to take our real estate investing to the next level – which you did. You helped us save tens of thousands of dollars by avoiding many mistakes and getting us to question our thinking and approach deals in different ways. You gave us tons of investment strategy tips, and kept us focused until we got the right deal. We feel emotionally grounded; we know what we are doing and why; we know how to control risk; how to save thousands through skilled negotiating; and we have a complete action plan for years of future growth. Another benefit was how the regularly scheduled coaching calls kept us accountable, moving forward, and there is no way we would have accomplished all this without your coaching. I’m so amazed at what has happened to us in just one short year. Thank you!

Jeni & Eric Kurowski, Owners CCR Storage - Willis, TX.

I wish I would have started financial coaching with Todd two years earlier – before I lost $50,000 following the advice of the “do it my way” gurus. Not only is he helping me create a tailor fit wealth building strategy that suits me, but he also taught me exactly how I went wrong, and why I made those mistakes to begin with – something you don’t get anywhere else. Todd’s wealth building approach is so fundamentally sound that you begin applying it to every area of your life and you are left wondering why none of the gurus are telling you this stuff. His approach is truly refreshing, motivating and empowering. Thanks, Todd.

Jeff Adams, Investor - Denver CO.

One year of working with Todd has produced more and greater results than the hundreds of self-help books I have read over the past 45 years.

Stephen Klink, Oakland CA.

Creating and maintaining wealth is a simple formula and not a mystery. Todd Tresidder has that formula. He makes it so easy that my two young children started implementing his systems.

Beth Dispenza, Entrepreneur - Malibu CA.