The finance
community built for

business owners
college students
the working class
YOU

Moonshot Collective is a community of business owners, mid-career-professionals, families, retirees, and all that are willing to learn and share.

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As seen in

How to Engage

Meeting you where you are

Socials

Our social media provides quick educational topics, updates on the community, and fun engaging pieces such as business history, day in the life, and more.

Audio

Planning Your Moonshot is a weekly show that you can find through your favorite podcast app. We discuss a wide range of topics from starting a business to buying your first home.

Video

The Planning your Moonshot podcast is also filmed and uploaded to our YouTube channel. Additionally, we release a weekly video show where we go into examples and more details about what the podcast discussed the prior week.

Reading

Is reading more your style? We got you covered! Dive into our blog archive and sign up for The One-Page Financial Newsletter.

The Newsletter

Dive into The One-Page Financial Newsletter with your favorite cup of coffee every Friday morning.

Personal Finance Calendar

A full year's calendar with events related to major holidays, upcoming tax deadlines, and other important dates.

Word of the week

Enrich your business and finance vocabulary with a new word every week.  
iPhone mockup

In the News

3-5 news stories each week, focusing on the latest in finance, business, & personal development.

Doing it Different

Explore different aspects of unique businesses that are doing things differently.
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Free Resources

Budget & Networth Tracker

Your Free Resources

Download some of the free resources to get started on your moonshot.

Budget and Net Worth Excel Sheet

This resource helps you track your budget and net worth in a beautifully designed Microsoft Excel sheet. This is a great place to start before you move onto budgeting apps.
Download
Download

The Business of You

A PDF file that discusses the most important topics and information to get your journey on the right track. It discusses the essentials of financial planning such as emergency funds, debt ratios, and savings rates.
Download
Download

The Book on Business

Similar to The Business of You, The Book on Business is a PDF file that discusses some of the most important metrics and ideas that a business owner needs to consider. Some examples of the content in here would be emergency savings for business owners, insurance, and increasing EBITDA.
Download
Download

The Business Write-Offs Cheat Sheet

A cheat sheet that discusses some of the most popular and effective business tax write offs that you should be considering.
Download
Download

Frequently Asked Questions

Here are some answers
to what everyone is asking.

What are the benefits of joining?

Community, Education, and Resources

There are lots of different benefits to joining Moonshot, but we will break it down into three different benefits.

Community is the first one. By joining Moonshot you have access to other people like you. As part of this community you can share ideas, get feedback, promote your success, meet others in your area, and much more. The best way to take advantage of this aspect is by joining our Facebook group or joining us for our co-working sessions.

Education is up next. We provide lots of free educational content which you can access now on our social media platforms, but in addition we also offer office hours with an advisor and other unique in-person and online events such as Coffee Talks (an in-person event brewing fresh coffee and discussing different aspects of personal and business finance).

Now for the resources. We have four free downloadable resources available above, but we are constantly creating more resources for our community to utilize. We are currently working on creating some courses on personal finance and resources such as building your own financial plan.

How much does membership cost?

The Price of Your Morning Coffee

We only offer one membership at Moonshot, but there are two payment options, and yes it'll only cost you about the price of your morning coffee run (but don't worry your membership will include your first coffee date on us)! 🤩
‍
     1. monthly membership fee of $10 per month
     2. annual membership fee of $100
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You can cancel your membership anytime, but we don't offer refunds. Read more about our refund/cancellation policy.

What is your cancellation/ refund policy?

A Comprehensive Package

You may cancel your membership at any time. The cancellation will take effect at the end of the current membership period.

We do not offer refunds, when you cancel your membership in the middle of a period, but you will still have full access to our platform until the cancellation takes effect. If you purchased the annual membership we will offer a prorated refund. Read more about our refund/cancellation policy.

Who is the membership right for?

Design, Growth, Community, & Transparency

We built Moonshot on four pillars, design, growth, community, & transparency. This membership is right for anyone that is oriented in one of those pillars. We are right for those that need financial guidance, but can't stand the outdated design of other firms. For those that are driven by seeing themselves and other grow and are willing to be transparent with the community to help everyone get the best out of themselves. We are right for anyone seeking a community of people that want to be helped and want to help others.

Learn a little bit more about our pillars.

What type of content can I expect?

Meeting You Where You Are

You will find content from Moonshot all over. We typically upload 3-5 times per week to Instagram, Tik-Tok, YouTube, and other social media platforms. Each platform follows a different form of content. For example, Instagram is where we post informational videos, clips from the podcast or YouTube videos, and carousels with useful information, while Tik-Tok is more about having fun and showing you the creative side of running a business.

Join the community of
growth-oriented individuals

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