The Program

The Money Course: Master your money, Transform your life is a nine-month program offered by Lynne Twist, Tammy White, and Dave Ellis. This engaging curriculum is designed to powerfully transform your relationship with money and life.


The Money Course promises

  • To put you powerfully in touch with your sufficiency, prosperity, and wealth
  • To give you a deep understanding and clarity of financial literacy
  • To provide you with tools and practices that empower you to align your spending with your most important values and commitments
  • To support you to live a healthy and satisfying financial life while improving your relationships, vitality, and ability to contribute (Click here for a preview about gratitude and generosity from Lynne)
  • To assist you to release upsets, dissolve barriers, and uncover blind spots that keep you from having a powerful relationship with money
  • To help you create a clear direction for the rest of your life and even beyond your life
  • To empower you to design, create, and produce measurable results that are unpredictable including increasing your income, decreasing your expenses, and increasing your net worth

Benefits that participants report

In addition to the promises we make about this program, past participants have reported the following benefits. Please read about their Accomplishments on the left. You can also click on any of the pictures below for a short video message.

John Musser, PsyD
Sara Vetter
Bonnie Hutchinson
Charles Pfeffer
Jan Cook
Cilla Utne
Nancy Dorrier
Leif Utne
  • Increasing financial and personal net worth
  • Increasing earnings while decreasing stress
  • Building collaborative partnerships
  • Designing and making effective offers
  • Managing money with joy and confidence
  • Creating financial alignment with your spouse
  • Aligning spending with personal values
  • Eliminating money fears, worries, and doubts
  • Cutting expenses without sacrifice
  • Standing for your economic value
  • Healing old money wounds
  • Expanding your financial vocabulary
  • Managing money moods
  • Reducing and/or eliminating debt
  • Creating a life purpose and living from it
  • Creating work/life balance
  • Visioning clearly and creatively
  • Turning hobbies into profit
  • Creating flexible budgets
  • Clarifying your future
  • Fostering creativity in money and life
  • Giving and receiving feedback effectively
  • Determining what you want in all areas of life
  • Developing and implementing a sound retirement plan
  • Passing financial wisdom to children
  • Managing financial and personal risk
  • Living and leaving a legacy
  • Managing agreements with integrity
  • Developing sound financial practices
  • Celebrating as a daily practice
  • Improving relationships at home and work
  • Fundraising with joy
  • Listening that creates brilliance and authenticity
  • Becoming a philanthropist
  • Speaking with authenticity
  • Letting go of guilt regarding mistakes
  • Investing wisely and consciously
  • Bringing integrity to money and life
  • Managing the cultural condition of scarcity
  • Generating results through speaking and action
  • Cultivating motivation in yourself and others
  • Creating more time for family and fun
  • Moving from "have to" to "want to"
  • Making powerful requests and commitments
  • Changing lifelong habits
  • Mastering your time, email, and to-do list
  • Earning and/or saving more than the cost of the course
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The Structure

Embodied transformation and lifelong change occur with learning, collaboration, and recurrent practices. During The Money Course, we will facilitate your learning through the following seven pillars of support:

  • Three 60-minute interactive online classes per month
  • Three small support groups calls per month
  • Three 2½ day workshops near San Francisco, CA at a hotel next to the airport
  • Three one-on-one 30-minute coaching/mentoring sessions per month
  • Weekly homework assignments (taking one to two hours)
  • A participant website that facilitates communication, collaboration, and action
  • Two optional workshops: Falling Awake and Fundraising from the Heart
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The Money Course will examine your relationship with money in three areas.

Creating Financial Integrity

  • You will be empowered with distinctions, tools, and practices that offer you a deep understanding and clarity of financial literacy.
  • You will be provided with simple and manageable life-long practices that produce an experience of peace and freedom in your relationship with money.
  • You will have a profound experience of sufficiency and gratitude in your relationship with money and life.

Designing a Committed Life

  • You will engage in the creation of an authentic, clear, and bold vision for your life.
  • You will examine your world view and step into a larger possibility of who you are so new levels of mastery in generating financial power are available to you.
  • You will be empowered and supported by a community of committed participants and collaborators.

Discovering the Power of Your Self

  • You will engage in a comprehensive approach to designing every area of your life for the rest of your life and beyond.
  • You will discover new ways of thinking and acting for yourself that will generate results that are unpredictable.
  • You will foster a high level of creativity and innovation that engenders productivity, confidence, and celebration.
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Dates

Workshops

The three 2½ day workshops will be presented at the Marriott Hotel next to the San Francisco airport and only 25 minutes from downtown San Francisco. We have arranged for discounted room rates.

The workshops will be on the following dates and times.

April 15 - April 17, 2016
1:30 pm – 5:30 pm, 9:00 am – 5:00 pm, 9:00 am – 4:00 pm (Pacific time)

July 22 - 24, 2016
1:30 pm – 5:30 pm, 9:00 am – 5:00 pm, 9:00 am – 4:00 pm (Pacific time)

November 11 - 13, 2016
1:30 pm – 5:30 pm, 9:00 am – 5:00 pm, 9:00 am – 4:00 pm (Pacific time)

Bonus Workshops

This year, in addition to our three workshops, we are offering as part of your tuition, the option to attend one or two bonus workshops. They include:


Fundraising from the Heart - facilitated by Lynne Twist

The workshop is available April 1 - 3, 2016. Find out more here.


Falling Awake - facilitated by Dave Ellis

The workshop is available on two different dates. Find out more here.

May 21 - 23, 2016 - Macalester College, St Paul, MN
1:00 pm – 5:30 pm, 9:00 am – 5:00 pm, 9:00 am – 4:00 pm (Pacific time)

September 23 - 25, 2016 - Birmingham, AL
1:00 pm – 5:30 pm, 9:00 am – 5:00 pm, 9:00 am – 4:00 pm (Central time)


Interactive Online Classes

(All times are Pacific. Each online class (webinar) is one hour long and will be recorded for those who cannot attend live.)

3/17/16 12:00 pm
3/24/16 12:00 pm
4/07/16 12:00 pm
4/15 – 4/17/16 - workshop
4/28/16 12:00 pm
5/5/16 12:00 pm
5/12/16 12:00 pm
5/26/16 12:00 pm
6/2/16 12:00 pm
6/9/16 12:00 pm
6/23/16 12:00 pm
6/30/16 12:00 pm
7/7/16 12:00 pm
7/14/16 12:00 pm
7/22 – 7/24/16 - workshop
8/4/16 12:00 pm
8/11/16 12:00 pm
8/18/16 12:00 pm
9/1/16 12:00 pm
9/15/16 12:00 pm
9/22/16 12:00 pm
10/6/16 12:00 pm
10/13/16 12:00 pm
10/20/16 12:00 pm
11/2/16 12:00 pm
11/11 – 11/13/16 – workshop
12/1/16 12:00 pm
12/8/16 12:00 pm
12/15/16 12:00 pm

Support group meetings

These meetings will occur three times a month. The times will be set by the small support groups.

Coaching

These meetings will be set by the coach and the client three times a month. For early registrants, the coaching can begin in February.

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Price

Tuition: $9,000

For the first three years of our program, the tuition was $20,000. Participants consistently reported that it was well worth what they paid. Many of them saved and/or made enough extra money by doing the program to more than pay for it. This year, out of our commitment to contribute, we lowered the price so we can reach more people.

For this tuition, you receive our promises and:

  • Three 60-minute interactive online classes per month
  • Three small support groups calls per month
  • Three 2½ day workshops near San Francisco, CA at a hotel next to the airport
  • Three one-on-one 30-minute coaching/mentoring sessions a month
  • Weekly homework assignments (taking one to two hours)
  • A participant website that facilitates communication, collaboration, and action
  • Two optional workshops on life planning and fundraising

Participation Bonus

The total amount you pay for this course can be lowered by as much as $3000 if you participate in the way we recommend and report your participation every month. For more details, click here or talk to us.

Payment Options

One way we have been able to lower the price is to have the tuition paid at the beginning of the course just like colleges require. However, if you want to spread out your payments and/or pay by credit card, you can do so for an extra $500.

Other Costs

In addition to the tuition, participants are responsible for their expenses for the three workshops and any of the bonus workshops they attend. The extra costs include travel, food, and lodging.

We have secured discounted rooms at a beautiful Marriott hotel, and we will offer room sharing and ride sharing options.

Coaching by Facilitators

Included in the regular tuition of $9000 are approximately three 30-minute per month one-on-one coaching sessions with a coach that we will assign to you.

Lynne Twist, Dave Ellis, and Tammy White are also available to provide one-on-one coaching at an additional cost. Their coaching can be a supplement to what is provided by your coach, or it can replace that coaching. If you are interested in working directly with one of them, please talk to us about the additional cost.

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Invitation Only

To insure that we fulfill our bold promises for this course, we want to talk to you and learn about what you want for your money and your life. We can then, together, choose if this is the right course for you at the right time.

We have designed the application (and our conversation following it) to be extremely valuable whether or not you take the course. To facilitate our looking together, please complete the Application.

Filling out the application and talking about it with us will begin a process of mastering your money and transforming your life.

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About Us

Lynne Twist

Lynne Twist

Facilitator and Coach

When you are fully present to your greatness, you can create a context inside of which you can articulate your deep commitments. Lynne is committed to inspiring in people the capacity to be authentic, clear, and bold. She offers a body of distinctions around the powerful revelation of sufficiency that helps people unlock their worldview and invites people to step into a larger possibility of who they are and what is possible for their lives.

Lynne has unbridled love for people’s challenges, beauty, and failings and invites them to own all aspects of themselves and be responsible for them. In this way, they are drawn to challenge themselves and to risk what is known for what is possible. This is the arena where real breakthrough happens. She brings the presence of love and appreciation in which people feel seen, honored, and known. There they discover the power of who they are and their capabilities.

Lynne Twist is a global activist, fundraiser, speaker, consultant, and author. She has dedicated her life to global initiatives that serve the best instincts in all of us. She has raised hundreds of millions of dollars and trained thousands of fundraisers to be more effective in their work. Lynne has spent more than three decades working in positions of leadership with many global initiatives including: ending world hunger; protecting the world’s rainforests; empowering indigenous peoples; improving health, economic, and political conditions for women and children; advancing the scientific understanding of human consciousness; and creating a sustainable future for all life. The compelling stories and insights gained from her experiences are the foundation for her best-selling, award-winning book, The Soul of Money.


Dave Ellis

Dave Ellis

Facilitator and Coach

Dave assists people to realize their fullest potential through his coaching, books, workshops, videos, and interactive online classes. He challenges people to think what they have never thought and empowers them to take actions that they have never taken. He facilitates others in creating their organizations and their lives by examining every area of life for the rest of their organization’s life and their personal life and beyond. They then develop realistic action plans to produce results they never imagined possible.

Dave is a leadership coach, author, educator, and philanthropist. He wrote and published, Becoming a Master Student, which is currently in its fifteenth edition and has been the best-selling college textbook in America for over two decades. In addition to this book, he has written six others including, Life Coaching, Falling Awake, and Creating Your Future.

Dave is a respected lecturer and workshop leader who has reached audiences worldwide since first sharing his principles in 1979. He has coached national and international nonprofit leaders, social entrepreneurs, philanthropists, an NBA coach, and a Nobel Peace Prize winner. Through his workshops and books, he has helped over six million people create a more wonderful life.

In 1987, he founded The Brande Foundation which provides, at no cost, individual and group coaching to national and international nonprofits. Dave has contributed millions of dollars to the work of his foundation and to other organizations.

Ellis was an Assistant Dean of Student Services, a member of the Administrative Board, and president of National American University, a proprietary school, where for six years he taught computer programming and a first year experience course he designed on being successful in college. Dave has a bachelors degree in Computer Science and Psychology, a masters degree in Computer Science, work on a Ph.D. in Psychology, and an honorary Ph.D. in Naturopathic Philosophy.

He lives in the Bay Area of California with his wife Trisha. Together they have four daughters and five grandchildren.


Tammy White

Tammy White

Facilitator and Coach

Tammy is masterful at helping people uncover the reality of their current financial situation, and assists them to see ways their behaviors around money are part of a cultural habit. She provides distinctions that bring freedom and possibility to the domain of money. Tammy empowers people to have their money be an expression of their deepest values in a horizon of time that spans their whole life and beyond. She is a person who is clean and clear in her relationship to money and helps others locate that experience for themselves.

Tammy demystifies financial terms and processes and assists people to move from a space of being at the effect of their money to a place of power, clarity, and action in their relationship with money. In a culture where shame and insufficiency about money is common, Tammy makes the subject safe and leaves people with a sense of dignity as they discover and invent a new relationship with money for themselves.

Tammy spent over twenty years in the mortgage industry as a business owner and industry leader. She currently serves as a strategic advisor to The Soul of Money Institute with Lynne Twist and is a board member with The Pachamama Alliance. In addition, she is a facilitator for The Alternatives to Violence Project in the California state prison system.


Bill Rentz

Bill Rentz

Coach

Bill Rentz has worked with Dave Ellis for over 29 years. He is vice president of both Breakthrough Enterprises, Inc., and The Brande Foundation. Bill is an executive coach and has been awarded his MCC from the International Coach Federation. He is responsible for developing and operating The Coaching Project. Bill is also responsible for much of the day-to-day operation of our organizations. He lives in the Black Hills of South Dakota and is a dedicated husband for over 24 years.


JoAnne Bangs

JoAnne Bangs

Coach

JoAnne Bangs began a coaching practice 22 years ago while raising two young children and since then she has been coaching individuals, business owners, couples, and leaders of nonprofit organizations. She has spent years working with Anne Goddard, President of Child Fund International; Melanie Macdonald, President of World Neighbors; and Yolanda Richardson, Past President of Center for Development and Population Activities. After a major health challenge in 2000, she transformed all aspects of her life such that her life is now vibrant, accomplished, and joyful. Her goal is to assist her clients to achieve the same through her coaching and our trainings.


Peter Chandonnet

Peter Chandonnet

Coach

In addition to being a coach, Peter teaches yoga at the Yoga Studio in San Francisco. Peter has a great love for coaching and yoga, because these two forms of transformation have brought great love, abundance, purpose, and passion to his life and to the lives of others. His purpose is to be an inspiration to himself and to others and inspire others to their greatness. It is Peter's dream that we live in a world that is environmentally sustainable, socially just, and spiritually fulfilling. He feels coaching and yoga have the potential to create such a world.


Anna Rheim

Anna Rheim

Coach

Anna Rheim begin coaching in 2005. She is a former professional photographer and current CFO for her husband’s medical corporation. A graduate of Stanford University, she has years of experience working in the fields of leadership, education, art, and business. Anna has traveled extensively and learned the art of ritual from indigenous cultures. Her interests include writing, photography, golf, and assisting people with their transformational development. This is her fourth year of participating with The Money Course.


Bill Zuelke

Bill Zuelke

Coach

Bill Zuelke has been coaching since 2004 and is a licensed Professional Counselor. He has a Masters of Divinity from Boston College and a M.S. in pastoral counseling from Loyola University. He was a member of the Jesuits for 20 years and an ordained catholic priest. He has been involved in higher education as faculty, counselor, and Dean for 40 years. He has been married to Val for 25 years and has one adult daughter.


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The Money Course is a project of Breakthrough Enterprises, Inc., with offices in South Dakota and California.

Breakthrough Enterprises, Inc.
1050 Court Street #518
San Rafael, CA 94901

1-415-686-6900 - Dave Ellis
1-605-390-2275 - JoAnne Bangs


Breakthrough Enterprises, Inc.
Corporate Office
2650 Jackson Blvd
Rapid City, SD 57702

1-605-390-2343 - Bill Rentz