Millennials: Get A Step-By-Step Blueprint To…

Master Your Money, Build Passive Income Streams, & Secure Your Financial Future

Inside WhiteBoard Finance University, you’ll get all the education, expert guidance, and accountability you need to finally master your money & make it work for you (instead of the other way around).

All for a fraction of a traditional college degree.


The Millennial's Blueprint To...

Master Your Money, Build Passive Income Streams, & Secure Your Financial Future


Inside WhiteBoard Finance University, you’ll get everything you need to finally master your money & make it work for you (instead of the other way around)...

For a fraction of a college degree.


Is WhiteBoard Finance University for you?

Maybe you’re an Overwhelmed Aspiring Investor?

You’ve been working a job and putting money away—but you’re overwhelmed because you have no clue how or where to invest it (so you just avoid thinking about it anymore).

Or maybe you’re a Casual Stock Picker?

You’re already investing but have no real long-term strategy.

You’re just sitting there picking stocks on your iPhone every month (pretending you know what you’re doing when you actually don’t).

If any of these situations resonate with you, don’t worry…

It’s more common than you think—and it’s not your fault.

Your Journey To Financial Mastery Begins Here


The truth is, the education system has completely failed to teach our generation how to manage our money.

As a result, most millennials are stuck trying to start investing (or trying to start investing the right way) without much to show for it.

But it doesn’t have to be this way.

Inside WhiteBoard Finance University (WBFU), you’re going to find all the resources, tools, and guidance you need to finally make your money work for you.

3 Comprehensive Learning Paths

($997 Value)

We get it—finance can be intimidating.

You've probably sat through boring finance videos or tried reading guides that make your eyes glaze over.

Not here.

In our courses, we remove all the unnecessary fluff and complexity so you can spend more time taking action (and less time learning).

And as a WFBU member, you’ll get instant access to 3 complete learning paths:

  • Personal Finance
  • Stocks & Wealth Accumulation
  • Real Estate Investing

Weekly Live Q&A Sessions

 ($249 Value)

The Internet is full of generic financial and investing advice.

But the reality is that everyone’s investing journey is different and full of small nuances.

So in our weekly live Q&A sessions, you’ll have the chance to ask me any money- or investing-related questions—and get personalized advice based on your specific goals, challenges, and situation.

Also, these live streams are recorded and accessible at any time, even if you aren’t able to attend live.

Continuing Education

($197 Value)

Inside WBFU, we have 3 expert professors specialized in different personal finance & investing areas.

Each week, all our professors create new resources to help you continue to level up and achieve your goals.

Which means, you’ll get access to at least 6 brand new educational videos per month.

The best part?

As a member, you’ll be able to request specific topics videos for each professor to educate you on.

Continuing Mentorship

($197 Value)

On top of the Weekly Live Q&A Sessions, you’ll also be able to ask questions in our private community chat.

My team and I check the community live chat every single day to make sure all questions are answered and you never feel lost or alone.

We genuinely understand what you’re trying to achieve—and we’re here to help you get there.

Community & Relationships

($197 Value)

It’s hard to succeed alone.

That’s one of the main reasons why WBFU is a private community (instead of just another self-paced online course).

So as a WBFU member, you’ll have the chance to meet and connect with hundreds of other millennials who’re eager to share, support, and cheer each other on as everyone works towards money & investing mastery.

[Bonus] Monthly Guest Experts ($249 Value)

Each month, we host a live masterclass or interview with a guest expert exclusively for the WBFU community.

You’ll get to learn from other world-class investors and entrepreneurs new and different ways to continue increasing your income, build wealth, and avoid costly financial mistakes.

Here’s a sneak peek of some of the guest masterclasses we’ve hosted over the past few months:

[Bonus] Real-Time Updates On My Investing Portfolio
($97 Value)

As a WFBU member, you’ll also be able to see in real-time all the assets I buy and sell from my $1.6M personal portfolio.

That will help you to stay on the cutting-edge of the investing world and get a better sense of how a seasoned investor actually allocates their money.

[Bonus] Spreadsheets & Tools 
($197 Value)

Last but not least, you’ll also unlock a series of exclusive spreadsheets, templates, and tools created specifically for members of the WBFU community...

So you can take control of your money without wasting hours creating dashboards from scratch.

What our 120+ members are saying...

 To my surprise, WBFU exceeded my expectations—it's not just a course, but a vibrant community similar to a real university.

Here, I've had the pleasure of connecting with different like-minded individuals who share similar goals. And the professors are not just knowledgeable, they're experts who teach from a hands-on experience.

-Andres Jimenez

This community is fantastic and I feel lucky to be a part of it.

I've paid significantly more to belong to groups that give you 1/4 of what Whiteboard Finance gives.

This is not just Marko (though I thought it was and that was more than enough).

He brings in talented people who are experts in their field who teach from the heart.

-Jennifer Wood

Your Roadmap To Financial Independence:

Where You Could Be In 12 Months

 We get it...

Life’s busy and your financial journey is as unique as you are.

Whether you're juggling a job, family, or just the ups and downs of millennial life, we understand that every member has different starting points and paces.

That's why we've ditched the one-size-fits-all approach.

And while we can’t predict every individual’s journey, we can guarantee you this:

If you can dedicate a few hours each week to learning and applying our principles, your financial life can change a LOT in a few months.

So, here's a preview of the different financial milestones you could hit over the next year as a WBFU member (so long as you’re willing to put the work in):

 Building A Solid Foundation (In Your First 30-60 Days) 

When you join WBFU, we’ll kick things off by making sure you have a rock solid financial foundation.

You'll learn to create a budget that doesn't just look good on paper but also works for your lifestyle.

And we’ll help you set realistic saving goals (so you can pay off debt and start investing as quickly as possible).

You'll feel more secure, less stressed, and ready to take on the next step in your financial adventure.

Building Your Investing Game Plan (By Month 2-4)

Once you’ve mastered the basics, you'll start crafting a personalized investment strategy. No more random stock picking—instead, you'll develop a tailored plan that taps into your goals and risk tolerance, giving you a sense of control and clarity.

You'll start to feel a new sense of empowerment as your financial decisions become more intentional and informed.

 Growing Your Wealth (4-6 Months In)

With a firm plan in place, we’ll move into growth mode.

We'll dive into more advanced investment strategies and wealth-building tactics designed to expand your portfolio and net worth—all at a pace that feels right for you.

You’ll start to feel the excitement of seeing your investments start to compound and the satisfaction of knowing you're not just working for money—it's working for you.

Charting The Course For Financial Independence (Within 6-12 Months) 

And then, the most exhilarating part begins—not the end, but a new chapter.

Here, we'll explore sustaining and scaling your wealth to bring early retirement from a dream into your reality.

We'll continue to help you level up your financial skills so you can maintain and improve your financial lifestyle for the years to come (while you start to enjoy the peace of mind that comes when you have a long-term investing strategy in place).

Now remember: these timeframes are guidelines, not deadlines.

Some may breeze through faster, others may take the scenic route.

What matters is that you're moving forward, and we'll be with you at every step. 

Meet Your Professors

Meet Your Professors

👨‍🏫 Marko Zlatic - Principal of WBFU

Marko has been investing personally and professionally since 2006. 

In 2010 he earned his Bachelor's degree in Finance from the University of Akron. Marko has worked for multiple publicly traded companies in capital markets, risk analysis, and commercial real estate development.

In 2017, he started his YouTube Channel, WhiteBoard Finance, which now has over 60 Million views and 965,000+ subscribers. 

He personally manages a $1.6 Million portfolio of real estate, stocks, bonds, precious metals, Bitcoin, and other alternative assets.

His life's mission is to teach financial literacy and enable people of all backgrounds to become financially independent.

📈 Nathan Winklepeck, CFA - Stocks

Nathan has been investing personally and professionally since 2007. In 2015, he wrote the book “Dividend Growth Machine” which has become an Amazon #1 Best Seller.

He earned his CFA charter in 2018 and works as a full-time research analyst for an Indiana-based investment firm, which he has worked for since 2012. He and his wife, Courtney, live in Avon, Indiana with their four children.

💵 Jacob Wade - Personal Finance

In 2018, after a decade of intentional saving, planning, and choices, Jacob quit his high-paying sales job, sold everything, bought an RV, and took 2.5 years to travel around the U.S. with his family.

After landing in sunny Florida, Jacob rebooted his personal finance writing career and has written professionally for,, GOBankingRates, and other widely-followed sites.

🏘️ Axel Ragnarsson - Real Estate

Axel is an active real estate investor based in Boston, MA. He purchased his first multifamily property during his sophomore year in college, leading to the founding of his real estate investment firm, Aligned Real Estate Partners.

Currently, Aligned Real Estate Partners either directly owns or has a GP interest in 400+ units of multifamily real estate and has been a principal party in $45M+ transactions.

What our 120+ members are saying...

Ready To Finally Take Control Of Your Financial Future?

You have 2 different options to join WhiteBoard Finance University...




Per month

 ✓ Weekly Q&A with Marko ($249 Value)

✓ 3 Full-Length Courses ($997 Value)

✓ Continuing Education ($197 Value)

✓ Continuing Mentorship ($197 Value)

✓ Community & Live Chat Access ($197 Value)

✓ Monthly Guest Expert Q&A ($249 Value)

✓ Spreadsheets & Tools ($197 Value)

✓ Marko's Buy & Sell Alerts ($97 Value)

✓ Feeling less stressed, more secured, and more confident about your financial future (Priceless!)

✓ Having a solid plan for reaching Financial Independence (Priceless!)

Get instant access for just $67 per month.





Per Year

 ✓ Weekly Q&A with Marko ($249 Value)

✓ 3 Full-Length Courses ($997 Value)

✓ Continuing Education ($197 Value)

✓ Continuing Mentorship ($197 Value)

✓ Community & Live Chat Access ($197 Value)

✓ Monthly Guest Expert Q&A ($249 Value)

✓ Spreadsheets & Tools ($197 Value)

✓ Marko's Buy & Sell Alerts ($97 Value)

✓ Feeling less stressed, more secured, and more confident about your financial future (Priceless!)

✓ Having a solid plan for reaching Financial Independence (Priceless!)

✓ $110 in membership savings

Get instant access for a full year for just $690.


 Still on the fence?

I understand!

There are hundreds of under-delivering courses and programs out there.

(And we can promise you WBFU is not one of them!)

But, to make your investment completely risk free, we have a 7-day money-back guarantee.

So if you join WBFU and for whatever reason you don’t feel like it’s not for you (unlikely but still), we will refund you 100% of its cost.

No questions asked. 

Frequently Asked Questions

A quick note from Marko…

If you’ve read this far and are still not sure if you should join WhiteBoard Finance University, I’d like to share one last thing with you.

My investing journey began in 2006 when I signed up for a TradeKing brokerage account at 18 years old.

I had no idea what I was doing at the time—but I knew that I wanted to learn about finance and investing at a young age.

After college, my goal was to become a financial advisor because I’ve always had a passion for teaching and helping people get better with their money to improve the quality of their lives.

Since then, I’ve worked in commercial real estate development, commercial real estate lending, enterprise credit analysis, and many other roles within the finance and investing space.

I currently manage and maintain a personal seven-figure portfolio of stocks, bonds, real estate, Bitcoin, and other assets designed to give me financial independence.

Everything I’ve learned about money, investing, and financial literacy I’ve learned on my own in the real world...and so can you.

But you can also learn much faster (and avoid tons of painful mistakes) if you have some help.

Financial literacy and investing are two of the most valuable skills you can build—and sometimes they can be the only difference between getting to live the life of your dreams and living a totally unfulfilling life full of stress and hardship.

Which is why I’m determined teach financial literacy to as many people as possible and make WBFU one of the best finance and investing communities on the internet.

So, if you’re serious about mastering your money and start investing the right way, I’d love to share all my knowledge with you inside WBFU.

Hope to see you inside!



"This is the best way to connect with like-minded people."

- Nate O'Brien
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