Frequently Asked Questions

Investment Academy operates as a small boutique financial firm. We have a range of programs for folks at every level – from just starting to think about personal finances to already-successful business owners. For those just starting out we recommend joining one of our digital programs to learn about our concepts and strategies.

If you’re ready for 1-1 services, we offer an application to learn more about your situation to make sure Investment Academy fits what you are looking for. We place a high value on alignment so it’s critical that we assess before doing business together. For those that work 1-1 with us, Investment Academy approaches personal finance from a holistic perspective, making sure each piece aligns with your personal goals and mission.

You can see if we’re a good fit to work together here.

Yes! Investment Academy has a variety of programs for folks that do not own a business or don’t own a business yet. We work with many folks who are starting a side business, figuring out how to utilize the rental real estate market, or simply work a day job and want to utilize their cash flow in the best way.

Programs like CAPITALIZE and Investment Academy Club are a great fit if you’re in this situation. Click here to learn more about what we offer.

Our programs start as low as $2,500 for digital programs and assistance. Our group and individual programs cost $10,000 and up. You can learn more about what we offer here.

Yes and no. Folks outside of the United States are welcome to purchase any of our digital programs or workshops, and can even join our Investment Academy Club program. However, occasionally the information may not be 100% applicable to your region. Things like tax advice, insurance, and legal matters should be brought to an expert in your own country. Oftentimes the strategy we share can be adjusted to fit your needs in your area. If you are outside of the United States, however, we cannot work 1-1 with you. Our experts are excellent but their focus is on strategies for folks based in the United States.

Investment Academy HQ is located in beautiful downtown Salt Lake City.

Economic Independence is when you have enough cash inflows to support the lifestyle you want, without having to actively work. So you can spend your time however you want, with whomever you want, and swing for the fences when pursuing your passions.

Investment Academy has a professional network including CPAs, tax professionals, legal experts, insurance experts, and just about everything in between. We make introductions to these professionals for folks working in one of our 1-1 programs. To see if these programs are a good fit for you, head here to fill out an application.