a22 is officially retired
THANK YOU to all our former clients and students
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Actionable Financial Education
What makes the a22 experience different?
Small Group or One-on-One Classes
Choose between a fully customized program for your needs or structured small group classes on topics ranging from retirement to estate planning. You'll never have more than 12 students in a class.
Action Focused Learning
Learning and doing are intertwined. You'll complete exercises and homework that give you both a practical and intuitive understanding of financial topics and how to apply them to your circumstances. Figure out where you are vs. where you need to go to meet your goals.
Lifelong Applicability
Build a financial education foundation you can use throughout life. Whether you choose to fully manage your own finances or select a team of professionals to help, these courses will enable you to move forward in an informed way. Learn, plan & act with confidence!
Our Courses
Our Small-Group Classes and Bootcamps are capped at 12 students and meet once a week over Zoom. You'll crunch the numbers and create a plan based on your individual needs and circumstances.
Medicare Bootcamp
4 Weeks
Motivation behind a22 Financial Education
Our values and philosophy
"Alexis has been my top go-to source for trusted personal financial education over the past decade! Not only does she provide solid, reliable information and practical guidance, but she does so in a deeply empathetic and patient way. Her thoroughness helps others better understand their finances and gain greater empowerment."
Payal Shah
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Founder & CEO
Shah Coaching & Consulting LLC
We built a22 in response to a widespread problem in the financial education world: well-meaning but ineffective attempts at teaching financial literacy. Broad lecture overviews, which lack detail and personal specificity, don't work. When students sit passively through a presentation, they often feel overwhelmed and afterwards are unaware of how to apply the information to their own circumstances and goals.
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We take a radically different approach. We believe you need to participate in order to learn, perform calculations to gain an intuitive understanding of financial concepts, and define a plan to catalyze change. We design our courses to give you the knowhow and confidence to take meaningful action in your financial life.
Before our interactive classes, you complete prework based on your own situation. This makes it personal and keeps you invested. Throughout each course you have the opportunity to take concrete steps, such as opening up an IRA or buying insurance, to progress in your goals in a direct and meaningful way.