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Learn principles of personal financial management in your own plan
Build your own plan and play with the possibilities of your future.
Example Scenarios that can help you find your financial path.
HOW MUCH NEW HOME CAN I AFFORD?
CAN WE RETIRE EARLY TO THE BEACH?
CAN WE BUY A 2ND HOME AND AIRBNB IT?
HOW DO I LIVE IN THE GIG ECONOMY?
COULD I AFFORD A PAY CUT TO BE HAPPIER?
CAN I AFFORD TO HELP WITH MY GRANDKIDS?
SHOULD I STAY HOME OR USE DAYCARE?
WHAT IS THE COST OF OUR DEBT ON US?
CAN I AFFORD TO GO BACK TO SCHOOL?
CAN WE OPEN OUR DREAM BUSINESS?
WHAT IF SOMETHING HAPPENS TO ME?
WHAT IF WE MOVE TO ANOTHER STATE?
How to Get Started
Step 1
Request Access for your School as a teacher or student.
Step 2
Access your schools Registration page
Step 3
Once approved, your school will be added to our network.
Step 4
Your School will
Step 5
The lucky beneficiary of your smart generosity self-guides their own financial literacy journey.
Step 6
If / When the time is right, the prospect/client can ask for your help.
Step 7
You then deliver advice in the form of actionable steps.
A Service of
