The Program

Three one-on-one sessions designed to help young adults understand their money, ask the questions they may not know where else to ask, and leave with practical next steps.

The Smart Money Starter Kit alongside session slides on credit, compound interest and a 30-day action plan from The 72 Project's Smart Money Series.
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What’s Included

The 72 Project Signature Series

Three one-on-one conversations

A guided, judgment-free walk through the money decisions that matter most in your twenties: banking and credit, investing and compound growth, and protection and planning. We go at your pace, in plain English, and you leave each session with takeaways you'll actually use.

  • Session 1 — Banking, budgeting & credit

  • Session 2 — Investing, compound interest & retirement

  • Session 3 — Protection, loans & planning

  • The Smart Money Starter Kit, included

  • A free call to learn more or schedule

Pricing card: $350 for the full three-part series. Three sessions, one-on-one at your own pace, including the Smart Money Starter Kit. A few no-cost spots open each quarter if the fee is a barrier.
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What We Cover

Three conversations, one foundation

$350 for all three sessions · includes the Smart Money Starter Kit

Session 1: Banking, budgeting and credit. Accounts and banking that work for you, a budget that actually sticks, and how credit scores and reports really work.
Session 2: Investing, compound interest and retirement. Getting started with investing, compound interest and the Rule of 72, and retirement basics including Roth IRA and 401(k).
Session 3: Protection, loans and planning. Insurance and protecting what you build, student loans and managing debt, and a plan for what comes next.

What You Keep

Pages from The 72 Project's Smart Money Starter Kit fanned out, covering budgeting, credit scores, saving and investing, compound interest and insurance for young adults.

Every Series includes the Smart Money Starter Kit, a practical guide designed to reinforce what we cover together and give you a resource to keep using long after the sessions are over.

Just over 60 pages, it covers the money topics that tend to come up in your late teens and twenties: banking, budgeting and credit; saving, investing and compound interest; insurance, taxes and planning ahead.

It also includes a printable budget worksheet, a checklist for your twenties, and a guide for talking about money with a partner.

You’ll receive a printed copy to keep, plus an electronic version with links to trusted articles, calculators and tools when you want to go a little deeper.

A resource you can come back to

Step 1: Start with a free call, to learn more or schedule. No pressure.

How it works

Step 2: Pick your starting point, the full series or a single session.
Step 3: We schedule and begin, with practical, judgment-free conversations that meet you where you are.
Step 4: Take home your materials. Your session guides and Smart Money Starter Kit are yours to keep.

Prefer to start with a single session?

Any single session can be booked on its own for $150. If you decide to continue, that amount applies in full toward the $350 series. Start small, with no commitment to the whole thing.

A hand holding the printed Credit session guide above other 72 Project handouts spread across a desk.
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