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WSO Free Modeling Series - Now Open Through
June 30, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
High Finance Applications
Guaranteed
Get at least one offer GUARANTEED
- 1:1 support
- 92% success rate
- 2,000+ mentor network
- Unlimited Live bootcamps
- AI for resume + LinkedIn
- Networking automation tools
- HireVue simulation tool
- Full course library
- Private Slack community
- 20hrs of mocks
- + much more...
~30% of paycheck invested across retirement/brokerage. additional 10-15% into savings, will bank entire bonus aside from a new set of custom clubs.
Schwab's auto-transfer and auto-trade SMA features are great. They're a great group, been using 'em since 2012.
20-30% for long term/retirement (combination of 401k, megabackdoor roth, deferred comp, long term brokerage)
10% for travel
10% for opportunistic cash
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