2027 starts now.
Not January 1st. Not after the holidays wreck your budget. Now — while you still have time to actually do something about it.
A live, 2-hour working session to get your money in order before the year-end chaos hits. Walk out with a clear plan for 2027, not another resolution you'll drop by February.
Live · November 7 · 9am–11am ET · Replay included
Every January looks the same. New year, new budget, same three weeks of motivation before it quietly falls apart. It's not a willpower problem, it's a timing problem. Resolutions made in a haze of holiday spending and hangover guilt were never going to stick. This works because it's backwards. We do the planning before the noise starts, not after.
What You'll Walk Away With
- A clear picture of exactly where your money stands right now
- The same order-of-operations Framework I use with private coaching clients, taught live
- Three concrete, written goals for 2027
- Direct access to ask me anything, live
- The full replay + worksheets, yours to keep
Who's Teaching This
I spent nearly a decade on a team managing over $1B in client assets before I left to build The First Dollar — because the people who needed the most help were the ones who could never walk into that office.
I'm Sydney Gregory, CFP®. Same certification. Same standards. Same Framework I used with high-net-worth clients — just built for people who are just getting started, not people who already made it.
This isn't a repackaged Instagram tip. It's the actual sequence, taught live, by someone who's used it at every income level there is.
Agenda
What we're covering — live, in 2(ish) hours
9:00 — Welcome + Why Now
9:10 — Where You Actually Stand
9:20 — The Framework, Live
10:00 — Break
10:10 — 2027 Goal-Setting
10:30 — Live Q&A
10:55 — Close + Next Steps
Testimonials
"I implemented this Framework over a single weekend, and the ongoing payoff has been life-changing. I now own a new home, my finances run completely on autopilot, and I save significant tax dollars every year through this strategy. Today, I am finally the one in complete control of my money!"
★ ★ ★ ★ ★ by Letitia R.
"It's rare to find someone with experience advising ultra-high-net-worth clients who is equally passionate about helping everyday investors. Sydney brings an incredible depth of knowledge, listens carefully, and provides thoughtful guidance with integrity. I would recommend her Framework to anyone looking to build, grow, and protect their wealth."
★ ★ ★ ★ ★ by Lori D.
"We'd just moved into our dream home with our two young kids and knew our next move had to be locking down retirement — not just paying off what we'd built. Sydney's Framework gave us a clear plan and the confidence that our goals were still on track."
★ ★ ★ ★ ★ by Taylor E.
This workshop is educational and coaching in nature. It does not constitute personalized investment, tax, or legal advice, and is not a substitute for individualized guidance from a licensed professional.