SOUND FINANCIAL
MOMS!
strong moms
sound plans
secure futures
Moms Wealth Collective
Check back for Summer 2027 dates!
Our summertime Mom's Wealth Collective is an 8-week coaching program for 10 smart moms who are ready to take the best financial care of their families. For today, tomorrow, and generations to come.
Confident money decisions start here
CURRICULUM
What you learn this summer will change the trajectory of your family's future. If you've been looking for answers in this realm, you're in the right place.
Topics we'll cover:
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Your Financial Junk Drawer
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Your Money Mindset (your relationship to money)
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Life Insurance + Living Benefits (for terminal, chronic, critical illness or critical injury)
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Retirement
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Taxes
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Estate Planning
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Planning for your kids - go beyond 529s
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How to partner with your partner on all of this
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How to keep the money you've made and not lose it
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How to make money on your money without market risk
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How all of these moving pieces work together - taxes, insurance, retirement, finances, estate planning, generational wealth - oh my!
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And much more
What you'll walk away with:
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More knowledge than 97% of people on the planet on these topics
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A new community of women experiencing similar concerns, goals and dreams that you can connect with into the future
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Being firmly on the path to achieving your financial goals, with a solid plan and a support team – the start of your own financial upgrade
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Feeling educated and empowered to guide your family into the future
8-Week Tuition is $1000. Choose your own adventure:
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Option One: $400 deposit to reserve your spot and then $200 at weeks 1, 3, and 5
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Option Two: 10% off if you pay the full tuition upfront (pay $900 / save $100)
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BONUS: Receive your entire tuition back if you move forward with a policy for your family
100% Money Back Guarantee. Further, if you don't receive the value you thought you would, we'll refund your tuition in full, no questions asked.
Secure Your Spot w/ $400
Scan or click on the QR Code to secure your spot.
If you have any questions, please send us a message here.
Meet Your Mom Coaches
Summer & Colleen are so excited to hang out with you this summer!
CEO
Summer Forrest
After growing up in the family business and reading books like The Richest Man in Babylon at only eleven years old, Summer officially opened her doors in 2002. With a parallel passion for Estate Planning, she went on to coach over more than thirty-five Estate Planning Attorneys around the nation and now helps them incorporate life insurance and financial solutions into their estate plans for added layers of asset protection and wealth building. Summer has three kids, ages 21, 18, and 15, whom she lovingly refers to as velociraptors.
COO
Colleen Kranicke
Process & operations wizard. Colleen keeps the business running with smooth precision so that wealth-building is clear and achievable for everyone who’s ready to take control of their financial future. Colleen came to Sound as a client first after doing planning the “traditional way” so she really understands the client perspective with fresh eyes. Colleen has two daughters who live and study in Spain and Switzerland. She loves thinking outside the box and helping other moms fulfill their dreams!