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You've been avoiding your finances for years. Let's fix that.You've been avoiding your finances for years. Let's fix that.
Take the quiz to get your personalized plan

You've been avoiding your finances for years. Let's fix that.

The Wealth-Building App For High-Income Professionals
The Wealth-Building App For High-Income Professionals
  • Zero-fluff lessons covering tracking, investing, tax strategy, and more
  • Ask the AI coach anything, day or night — with answers tailored to your context
  • Unlike courses that gather dust, get real, actionable steps — and  the accountability to do them
Joseph DiSanto
Created byJoseph DiSanto
Semi-retired CFO, multi-million dollar real estate investor, and Emmy award-winning producer, guiding high-income professionals to real wealth.
Background
Background
targetPersonal Finance Mastery Course - AI Edition
6
J

Your Wealth Coach

Loading...

Today
Plan
Progress
Coach
Take the quiz to get your personalized plan
The "five pillars" difference

Everything you need to sort your finances. Nothing you don't.

Budgeting apps track your spending. Investment platforms manage your portfolio. Tax software files your returns. But none of them talk to each other — and none of them are built for someone trying to build serious wealth on an accelerated timeline. This system covers all five.

Feature image

Nice job!

You crushed your goal of tracking 100% of your accounts this month.

insights

Track

Know exactly where every dollar goes, and stop the leaks that are quietly killing your wealth.

trending_up

Plan

Build a clear roadmap to your freedom number. Know exactly what you need, and when you'll get there.

verified_user

Multiply, Earn, and Retain

Grow your money through smart investing, increase your income, and keep more of what you earn through tax strategy.

what's inside

A top wealth-building coach. In your pocket.

Nobody taught you how to turn a good salary into real wealth. They taught you how to earn it. This fixes that — covering every angle, in the right order, with no fluff.

You've been avoiding your finances for years. Let's fix that.You've been avoiding your finances for years. Let's fix that.
Take the quiz to get your personalized plan

You've been avoiding your finances for years. Let's fix that.

The Wealth-Building App For High-Income Professionals
The Wealth-Building App For High-Income Professionals
  • Zero-fluff lessons covering tracking, investing, tax strategy, and more
  • Ask the AI coach anything, day or night — with answers tailored to your context
  • Unlike courses that gather dust, get real, actionable steps — and  the accountability to do them
Joseph DiSanto
Created byJoseph DiSanto
Semi-retired CFO, multi-million dollar real estate investor, and Emmy award-winning producer, guiding high-income professionals to real wealth.
Background
Background
targetPersonal Finance Mastery Course - AI Edition
6
J

Your Wealth Coach

Loading...

Today
Plan
Progress
Coach
Take the quiz to get your personalized plan
The "five pillars" difference

Everything you need to sort your finances. Nothing you don't.

Budgeting apps track your spending. Investment platforms manage your portfolio. Tax software files your returns. But none of them talk to each other — and none of them are built for someone trying to build serious wealth on an accelerated timeline. This system covers all five.

Feature image

Nice job!

You crushed your goal of tracking 100% of your accounts this month.

insights

Track

Know exactly where every dollar goes, and stop the leaks that are quietly killing your wealth.

trending_up

Plan

Build a clear roadmap to your freedom number. Know exactly what you need, and when you'll get there.

verified_user

Multiply, Earn, and Retain

Grow your money through smart investing, increase your income, and keep more of what you earn through tax strategy.

what's inside

A top wealth-building coach. In your pocket.

Nobody taught you how to turn a good salary into real wealth. They taught you how to earn it. This fixes that — covering every angle, in the right order, with no fluff.

Feature showcase

Financial Snapshot

Money Leak Audit

Today's Lesson

8 min • Building Your 7-Figure Roadmap

Start lesson

Wealth Reflection

Including everything you need to succeed:

insights

Comprehensive financial tracking for total visibility

keyboard_arrow_down

Learn to use Quicken like a CFO. See your complete financial picture — net worth, cash flow, investments — in one place.

route

Build your roadmap to financial independence

keyboard_arrow_down

Calculate your freedom number. Map out exactly when you'll hit your financial milestones — and what it takes to get there.

trending_up

Intelligent guidance for diverse investment types

keyboard_arrow_down

Stocks, real estate, REITs, syndications, crypto. Learn what they are, how they work, and how to build a portfolio that pays you while you sleep.

business_center

Income maximization strategies for career and entrepreneurship

keyboard_arrow_down

Your career, consulting, side hustles. Concrete strategies to increase your income without working yourself into the ground.

account_balance_wallet

Advanced tax strategies to keep more of what you earn

keyboard_arrow_down

The tax moves high earners miss every year. Keep more of what you earn — legally.

track_changes

Progress tracking across all five wealth pillars

keyboard_arrow_down

Always know where you are, what you've completed, and what's next.

Created by Joseph DiSanto

"I built this app to help high earners escape the golden hamster wheel—because I lived it myself"

Joseph DiSanto

Joseph DiSanto

Semi-retired CFO, multi-million dollar real estate investor, and Emmy award-winning producer, guiding high-income professionals to real wealth.

For most of my career, I was exactly where many high-income professionals find themselves: earning well, but feeling like true financial freedom was always just out of reach. Despite impressive paychecks, I was stuck on what I call the 'golden hamster wheel'—working harder, making more, but never building lasting wealth. At one point, I was $70,000 in debt, wondering if I’d ever break free.

That turning point pushed me to overhaul everything I thought I knew about money. Over 25 years, I went from debt to complete financial independence, semi-retiring at 43. Along the way, I became a CFO, built and sold two 7-figure businesses, invested millions in real estate, and even won an Emmy as a documentary producer. My journey wasn’t about luck or shortcuts—it was about building a system that actually works for high earners who don’t have decades to waste.

I’ve coached hundreds of professionals through my Personal Finance Mastery course, and I know firsthand where people get stuck: lack of visibility, scattered advice, and the fear of asking the 'dumb' questions. That’s why I created this app—to give you the unified, actionable system I wish I’d had, integrating everything from Quicken-based tracking to tax optimization and entrepreneurial income strategies.

My work has been featured in the Financial Times, Forbes, Business Insider, and Yahoo Finance—not because I sell get-rich-quick schemes, but because my approach is battle-tested, no-fluff, and tailored for people who want real results. I built this app to be your personal financial coach, holding you accountable and guiding you step-by-step to the freedom you’ve been earning toward for years.

My hope is that this app helps you finally break the cycle, build real wealth, and reclaim your time—just as it did for me.

Website Hero Image circle (no shadow 683)

Follow Joseph's proven process & achieve financial independence

Gain total visibility over your finances
Build a personalized 7-figure wealth roadmap
Master intelligent investing in markets and real estate
Maximize your income through entrepreneurship
Implement advanced tax-saving strategies
Identify and eliminate hidden money leaks
Develop a wealth-building mindset for high earners
Track progress across all five financial pillars
Hold yourself accountable to your freedom timeline
Apply real-world tools for lasting financial change
AI-POWERED COACHING

Buying a course is easy. Get the app that helps you finish — and make real progress.

Built-in accountability so this doesn't become another thing you meant to do but never quite got around to.

analytics

Spot Your Money Leaks: Personalized Cash Flow Audit

Personalized Lesson • 14 min

Gain total clarity on where your money is really going. This interactive audit guides you through a tailored review of your spending, helping you identify hidden leaks and immediate savings opportunities based on your unique financial profile.

What to do
account_balance
Connect & Sync Accounts
3 min
chevron_right
pie_chart
Review Top Spending Categories
4 min
chevron_right
autorenew
Spot Recurring Subscriptions
3 min
chevron_right
savings
Identify Immediate Savings
3 min
chevron_right
check_circle
Set Your First Money Leak Goal
2 min
chevron_right
How it works

Up and running in less than 10 minutes

It only takes a few minutes to get started

Onboarding Quiz

What’s your top financial goal right now?

Gain total clarity on my finances
Build a roadmap to financial independence
Grow my investments and passive income
Keep more of what I earn through tax strategies
1

Complete the onboarding quiz

Tell the app where you're starting from. Takes two minutes. No financial jargon required.

Your Plan

Week 1

Financial Foundations

Track all accounts
Identify money leaks
Clarify financial goals
Net worth baseline
Week 2Upcoming

Building Your Roadmap

2

Get your course roadmap

See the full curriculum laid out in front of you — five pillars, clear sequence, no guesswork about what to do first.

Today, June 22

6
V

Financial Snapshot

Overview • 2 min

Money Leak Audit

Activity • 5 min

7-Figure Roadmap Planning

Lesson • 8 min

Wealth Reflection

Journal • 4 min

3

Start your first lesson today

Your first lesson is queued up and ready. Watch it, complete the activity, and you're already further along than you were this morning.

Your Progress

Net Worth Growth

$1,120,000 total

+$18,000 in the last month

MarchJune

Accounts Tracked

12 total

+2 new accounts this week

MarchJune
4

Build momentum every day

Check in daily, track your progress, and ask the coach anything along the way. This is where the financial education you should have had years ago finally clicks into place.

It only takes 2 minutes to get started

starstarstarstarstar

See how Joe has changed lives

Join people achieving their goals on Studio

Quote
Joe is a wizard at taking complex financial organizational must-do's (bookkeeping, budgeting, goal setting, etc) and turning them in easy to understand practical processes. I wish I'd started when I was much younger. I initially worked with Joe 1:1 and he helped me set up my Quicken templates. Now I've just signed up for his Personal Finance Mastery course, not only for myself but so I can provide my older kids a template/pathway that they can start on now to build wealth and navigate their finances and financial planning.
R
starstarstarstarstar
Radwan H
VERIFIED CUSTOMER
Quote
I was skeptical, have been down this route before, but I reluctantly pulled the trigger to purcahse Joe's course.

I was pleasantly surprised. What a wealth of knowledge. The course is very well done. None of the fluff, just the substance needed.

I have been using Quicken since 2014. This course opened my eyes to so much more of what Quicken can do.

Everything else on Personal Finance Mastery Course was a bonus for me and I continue to go back to it for review.

I highly recommend Joe and his course on Personal Finance Mastery. Don't delay, you will get some much out of this course.
M
starstarstarstarstar
Miles B
VERIFIED CUSTOMER
Quote
I’ve been using Quicken for about a year and was drawn to it for its depth and functionality. Along the way, I discovered Joe’s channel. His practical, relatable, and entertaining approach really resonated with me, so I decided to join his Personal Finance Mastery course. It’s been truly eye-opening. I used to be financially illiterate, but Joe’s system—built around core pillars like budgeting, investing, and taxes—helped me get a solid handle on my finances. If you want to make the most of your money, I highly recommend it. Thanks, Joe!
B
starstarstarstarstar
Brenton W
VERIFIED CUSTOMER
Quote
Experts are not always effective teachers. Joe is both. He is very well versed in Quicken and knows how to guide someone new through all the benefits of this really capable program. More importantly, he's a nice guy and easy to talk with. Thanks Joe!
E
starstarstarstarstar
Erik L
VERIFIED CUSTOMER
Quote
I am so much more in control of my finances, and I’m dramatically less anxious. I feel like I have the ability to consciously plan and save in a way that I didn't before.
C
starstarstarstarstar
Clair TK
VERIFIED CUSTOMER
Quote
So before Joe's Personal Finance Mastery course, I was always saving a little here and there, just 'cause I was always brought up to save, but I didn't have a whole lot of purpose or intention behind why I was saving. But now I feel confident in why I'm saving. I have actual goals as to what I'm saving for, and I'm just really grateful. I feel like I have a lot more control over my own finances and confidence in my financial future.
D
starstarstarstarstar
Dani A
VERIFIED CUSTOMER
Quote
You might manage your own money and be pretty good at it, but without a solid plan for where you wanna be in 10, 15, 25 years, I think you're just kind of leaving some money on the table. I'd recommend this course to get you started working on that plan.
J
starstarstarstarstar
Jason M
VERIFIED CUSTOMER
Quote
... like a personal trainer for your finances!
B
starstarstarstarstar
Bill P
VERIFIED CUSTOMER
Quote
Helped me understand why I wasn’t on the best path to achieving my goals. I have always wanted to own a house, but it was difficult to pull off in a city like Los Angeles. The course helped me prepare for that and also helped me see how owning my home fits into my long-term plans.
G
starstarstarstarstar
Geoffrey S
VERIFIED CUSTOMER
Quote
I can honestly say that after taking this course I now understand exactly what I need to do for my financial planning. I’m also more motivated to stick to my plan, because I know where I’m headed. I definitely recommend it.
J
starstarstarstarstar
Juliana W
VERIFIED CUSTOMER
FAQ

Your questions, answered

Who is this app for?
expand_more
What will I learn in this app?
expand_more
How much time do I need to dedicate to this app?
expand_more
Is this app suitable for beginners?
expand_more
How personalized is the experience?
expand_more
What kind of support is available?
expand_more
Today's the day

Start building real wealth and break free from the golden hamster wheel

You’re only minutes away from getting your personalized financial independence plan. Start achieving your wealth-building goals today alongside Joseph DiSanto.

targetPersonal Finance Mastery Course - AI Edition
6
V

Good evening!

Loading...

list_alt
No activities available for today.
Today
Plan
Progress
Coach
Quick Activity Update
more_horiz
What should I focus on today?
09:55 PM
Today, we'll focus on reviewing your top three spending categories and identifying at least one recurring expense to eliminate. This is crucial for building the foundation of your wealth plan and freeing up capital for investing.
09:56 PM
I'm traveling for work and only have about 5 minutes today. Can you simplify my activities?
09:56 PM
Absolutely! I’ll streamline today’s session so you can quickly review your largest expense category and flag any obvious subscriptions to revisit later. Even small steps keep your momentum strong.
09:57 PM
targetPersonal Finance Mastery Course - AI Edition
6
V

Good evening!

Loading...

list_alt
No activities available for today.
You're on a roll!
6 day streak
Today is June 22
check
check
check
check
check
check
S
M
T
W
T
F
S
infoWhat counts towards your streak?
checkReview a progress update
checkFinish a lesson
checkComplete an activity or session
checkTrack a measurement
Today
Plan
Progress
Coach

Your Plan

calendar_month
No plan data available for this app.
Today
Plan
Progress
Coach

Your Progress

monitoring
No measurements configured for this app yet.
Today
Plan
Progress
Coach

Including everything you need to succeed:

insights

Comprehensive financial tracking for total visibility

keyboard_arrow_down

Learn to use Quicken like a CFO. See your complete financial picture — net worth, cash flow, investments — in one place.

route

Build your roadmap to financial independence

keyboard_arrow_down

Calculate your freedom number. Map out exactly when you'll hit your financial milestones — and what it takes to get there.

trending_up

Intelligent guidance for diverse investment types

keyboard_arrow_down

Stocks, real estate, REITs, syndications, crypto. Learn what they are, how they work, and how to build a portfolio that pays you while you sleep.

business_center

Income maximization strategies for career and entrepreneurship

keyboard_arrow_down

Your career, consulting, side hustles. Concrete strategies to increase your income without working yourself into the ground.

account_balance_wallet

Advanced tax strategies to keep more of what you earn

keyboard_arrow_down

The tax moves high earners miss every year. Keep more of what you earn — legally.

track_changes

Progress tracking across all five wealth pillars

keyboard_arrow_down

Always know where you are, what you've completed, and what's next.

Created by Joseph DiSanto

"I built this app to help high earners escape the golden hamster wheel—because I lived it myself"

Joseph DiSanto

Joseph DiSanto

Semi-retired CFO, multi-million dollar real estate investor, and Emmy award-winning producer, guiding high-income professionals to real wealth.

For most of my career, I was exactly where many high-income professionals find themselves: earning well, but feeling like true financial freedom was always just out of reach. Despite impressive paychecks, I was stuck on what I call the 'golden hamster wheel'—working harder, making more, but never building lasting wealth. At one point, I was $70,000 in debt, wondering if I’d ever break free.

That turning point pushed me to overhaul everything I thought I knew about money. Over 25 years, I went from debt to complete financial independence, semi-retiring at 43. Along the way, I became a CFO, built and sold two 7-figure businesses, invested millions in real estate, and even won an Emmy as a documentary producer. My journey wasn’t about luck or shortcuts—it was about building a system that actually works for high earners who don’t have decades to waste.

I’ve coached hundreds of professionals through my Personal Finance Mastery course, and I know firsthand where people get stuck: lack of visibility, scattered advice, and the fear of asking the 'dumb' questions. That’s why I created this app—to give you the unified, actionable system I wish I’d had, integrating everything from Quicken-based tracking to tax optimization and entrepreneurial income strategies.

My work has been featured in the Financial Times, Forbes, Business Insider, and Yahoo Finance—not because I sell get-rich-quick schemes, but because my approach is battle-tested, no-fluff, and tailored for people who want real results. I built this app to be your personal financial coach, holding you accountable and guiding you step-by-step to the freedom you’ve been earning toward for years.

My hope is that this app helps you finally break the cycle, build real wealth, and reclaim your time—just as it did for me.

Website Hero Image circle (no shadow 683)

Follow Joseph's proven process & achieve financial independence

Gain total visibility over your finances
Build a personalized 7-figure wealth roadmap
Master intelligent investing in markets and real estate
Maximize your income through entrepreneurship
Implement advanced tax-saving strategies
Identify and eliminate hidden money leaks
Develop a wealth-building mindset for high earners
Track progress across all five financial pillars
Hold yourself accountable to your freedom timeline
Apply real-world tools for lasting financial change
AI-POWERED COACHING

Buying a course is easy. Get the app that helps you finish — and make real progress.

Built-in accountability so this doesn't become another thing you meant to do but never quite got around to.

analytics

Spot Your Money Leaks: Personalized Cash Flow Audit

Personalized Lesson • 14 min

Gain total clarity on where your money is really going. This interactive audit guides you through a tailored review of your spending, helping you identify hidden leaks and immediate savings opportunities based on your unique financial profile.

What to do
account_balance
Connect & Sync Accounts
3 min
chevron_right
pie_chart
Review Top Spending Categories
4 min
chevron_right
autorenew
Spot Recurring Subscriptions
3 min
chevron_right
savings
Identify Immediate Savings
3 min
chevron_right
check_circle
Set Your First Money Leak Goal
2 min
chevron_right
How it works

Up and running in less than 10 minutes

It only takes a few minutes to get started

Onboarding Quiz

What’s your top financial goal right now?

Gain total clarity on my finances
Build a roadmap to financial independence
Grow my investments and passive income
Keep more of what I earn through tax strategies
1

Complete the onboarding quiz

Tell the app where you're starting from. Takes two minutes. No financial jargon required.

Your Plan

Week 1

Financial Foundations

Track all accounts
Identify money leaks
Clarify financial goals
Net worth baseline
Week 2Upcoming

Building Your Roadmap

2

Get your course roadmap

See the full curriculum laid out in front of you — five pillars, clear sequence, no guesswork about what to do first.

Today, June 22

6
V

Financial Snapshot

Overview • 2 min

Money Leak Audit

Activity • 5 min

7-Figure Roadmap Planning

Lesson • 8 min

Wealth Reflection

Journal • 4 min

3

Start your first lesson today

Your first lesson is queued up and ready. Watch it, complete the activity, and you're already further along than you were this morning.

Your Progress

Net Worth Growth

$1,120,000 total

+$18,000 in the last month

MarchJune

Accounts Tracked

12 total

+2 new accounts this week

MarchJune
4

Build momentum every day

Check in daily, track your progress, and ask the coach anything along the way. This is where the financial education you should have had years ago finally clicks into place.

It only takes 2 minutes to get started

starstarstarstarstar

See how Joe has changed lives

Join people achieving their goals on Studio

Quote
Joe is a wizard at taking complex financial organizational must-do's (bookkeeping, budgeting, goal setting, etc) and turning them in easy to understand practical processes. I wish I'd started when I was much younger. I initially worked with Joe 1:1 and he helped me set up my Quicken templates. Now I've just signed up for his Personal Finance Mastery course, not only for myself but so I can provide my older kids a template/pathway that they can start on now to build wealth and navigate their finances and financial planning.
R
starstarstarstarstar
Radwan H
VERIFIED CUSTOMER
Quote
I was skeptical, have been down this route before, but I reluctantly pulled the trigger to purcahse Joe's course.

I was pleasantly surprised. What a wealth of knowledge. The course is very well done. None of the fluff, just the substance needed.

I have been using Quicken since 2014. This course opened my eyes to so much more of what Quicken can do.

Everything else on Personal Finance Mastery Course was a bonus for me and I continue to go back to it for review.

I highly recommend Joe and his course on Personal Finance Mastery. Don't delay, you will get some much out of this course.
M
starstarstarstarstar
Miles B
VERIFIED CUSTOMER
Quote
I’ve been using Quicken for about a year and was drawn to it for its depth and functionality. Along the way, I discovered Joe’s channel. His practical, relatable, and entertaining approach really resonated with me, so I decided to join his Personal Finance Mastery course. It’s been truly eye-opening. I used to be financially illiterate, but Joe’s system—built around core pillars like budgeting, investing, and taxes—helped me get a solid handle on my finances. If you want to make the most of your money, I highly recommend it. Thanks, Joe!
B
starstarstarstarstar
Brenton W
VERIFIED CUSTOMER
Quote
Experts are not always effective teachers. Joe is both. He is very well versed in Quicken and knows how to guide someone new through all the benefits of this really capable program. More importantly, he's a nice guy and easy to talk with. Thanks Joe!
E
starstarstarstarstar
Erik L
VERIFIED CUSTOMER
Quote
I am so much more in control of my finances, and I’m dramatically less anxious. I feel like I have the ability to consciously plan and save in a way that I didn't before.
C
starstarstarstarstar
Clair TK
VERIFIED CUSTOMER
Quote
So before Joe's Personal Finance Mastery course, I was always saving a little here and there, just 'cause I was always brought up to save, but I didn't have a whole lot of purpose or intention behind why I was saving. But now I feel confident in why I'm saving. I have actual goals as to what I'm saving for, and I'm just really grateful. I feel like I have a lot more control over my own finances and confidence in my financial future.
D
starstarstarstarstar
Dani A
VERIFIED CUSTOMER
Quote
You might manage your own money and be pretty good at it, but without a solid plan for where you wanna be in 10, 15, 25 years, I think you're just kind of leaving some money on the table. I'd recommend this course to get you started working on that plan.
J
starstarstarstarstar
Jason M
VERIFIED CUSTOMER
Quote
... like a personal trainer for your finances!
B
starstarstarstarstar
Bill P
VERIFIED CUSTOMER
Quote
Helped me understand why I wasn’t on the best path to achieving my goals. I have always wanted to own a house, but it was difficult to pull off in a city like Los Angeles. The course helped me prepare for that and also helped me see how owning my home fits into my long-term plans.
G
starstarstarstarstar
Geoffrey S
VERIFIED CUSTOMER
Quote
I can honestly say that after taking this course I now understand exactly what I need to do for my financial planning. I’m also more motivated to stick to my plan, because I know where I’m headed. I definitely recommend it.
J
starstarstarstarstar
Juliana W
VERIFIED CUSTOMER
FAQ

Your questions, answered

Who is this app for?
expand_more
What will I learn in this app?
expand_more
How much time do I need to dedicate to this app?
expand_more
Is this app suitable for beginners?
expand_more
How personalized is the experience?
expand_more
What kind of support is available?
expand_more
Today's the day

Start building real wealth and break free from the golden hamster wheel

You’re only minutes away from getting your personalized financial independence plan. Start achieving your wealth-building goals today alongside Joseph DiSanto.