Foundations

Your wealth journey starts here. Master these essential concepts to set you & your family up for long term financial success. In addition to the below, our ‘foundations’ course covers goal setting/ successful habit creation & connects participants with critical resources (including aiding in account establishment & credit repair). All levels. Bilingual coaches.

dollar bill. financial literacy

    • Definitions & Examples

    • Net Worth: Calculation & Purpose

    • Cash Flow & Financial Freedom

    • Income (Gross v. Net) & Expenses

    • Creating & Sticking to Budgets

    • Personal Fund Allocation

    • Emergency (Abundance) Fund

    • Principles of Compounding

    • High Yield Savings

    • Basic Investing, When to Start, Types of Instruments, Time Horizon

    • Credit Scores/ Reports

    • Debt (Good v. Bad)

    • Responsible Credit Usage

    • Strategies to consolidate/ pay off bad debt

    • Tax brackets & Withholdings

    • Credits, Deductions, & Refunds

    • Filing