Recognize the signs of burnout from overwhelming financial choices and learn how to simplify money-related tasks to support your mental health.

☑ Reduced Financial Stress
☑ Smarter Daily Decisions
☑ Strengthened Mental Clarity

✎ Learn the Facts: Gaining confidence in daily financial decisions c...

Learn how to initiate open, age-appropriate conversations about money with loved ones—whether it’s about spending, saving, or planning ahead.

☑ Reduced Tension
☑ Increased Monetary Transparency
☑ Improved Financial Literacy

✎ Learn the Facts: Research shows 44% of parents are reluctant to discu...

Establish a financial roadmap tailored to your family’s values, goals, and future needs.

☑ Unified Financial Vision
☑ Clearer Budgeting Goals
☑ Strengthened Family Support

✎ Learn the Facts: Studies show families who set financial goals together are more likely to build lasting wealth and reduc...

Learn how families build and pass on financial success, values, and opportunities across generations.

☑ Long-Term Legacy Planning
☑ Broader Wealth Awareness
☑ Strengthened Financial Education

✎ Learn The Facts: Families who communicate and plan effectively are far more likely to preserve wealth...

Explore how scaling down your space or lifestyle can reduce stress, boost savings, and help you focus on what really matters.

☑ Clearer Financial Priorities
☑ Increased Financial Freedom
☑ Intentional Living Support

✎ Learn The Facts: Studies have found that 60% of Americans over 50 who downsiz...

Explore how culture, family, and self-image influence your financial identity, and how to rewrite limiting beliefs.

☑ Stronger Financial Self-Esteem
☑ Identity-Aligned Money Choices
☑ Increased Confidence Around Finances

✎ Learn the Facts: Psychologists find that people’s sense of identity dire...

Learn how to cope with financial fear and uncertainty through emotional regulation and practical planning tools.

☑ Reduced Financial Anxiety
☑ Resilient Money Mindset
☑ Improved Decision-Making

✎ Learn the Facts: Reports show that nearly 65% of adults say money is a significant source of stress...

Discover how your mindset shapes your financial confidence, behaviors, and ability to plan for the future.

☑ Improved Financial Awareness
☑ Empowered Money Mindset
☑ Healthier Financial Habits

✎ Learn the Facts: Research shows that people with an abundance mindset are more likely to take strate...

Develop a personal mission statement to align your financial decisions with your values and long-term aspirations.

☑ Clear Financial Direction
☑ Values-Based Spending
☑ Increased Financial Motivation

✎ Learn the Facts: A written financial mission helps clarify priorities and boosts follow-throu...

Understand how past experiences and emotional triggers influence your money habits, and how to build healthier patterns.

☑ Greater Emotional Awareness
☑ Healthier Spending Habits
☑ Improved Financial Control

✎ Learn the Facts: Studies show emotional decision-making can lead to impulse buying an...

Understand how business loans work, what lenders look for, and how to choose financing that fits your business goals!

☑ Enhanced Funding Readiness
☑ Informed Loan Selection
☑ Stronger Financial Positioning

✎ Learn The Facts: A U.S. Bank study found that 82% of small business failures are due to...

Learn how to predict, track, and manage cash flow to keep your business running smoothly—even during slower seasons.

☑ Smarter Cash Planning
☑ Reduced Financial Risk
☑ Increased Business Stability

✎ Learn The Facts: A CB Insights report shows that 38% of startups fail because they run out of ca...

Learn the core principles of bookkeeping to help you maintain accurate records, track expenses, and reduce costly errors.

☑ Improved Financial Accuracy
☑ Stronger Record Keeping
☑ Increased Audit Preparedness

✎ Learn The Facts: According to Intuit, only 27% of small business owners use bookkeep...

Learn how and why to separate personal and business finances to stay legally compliant and financially organized.

☑ Better Financial Boundaries
☑ Simplified Tax Preparation
☑ Clearer Expense Tracking

✎ Learn The Facts: The IRS recommends maintaining separate business accounts to reduce audit ri...

Learn how to read and interpret financial statements to guide smart decisions and track your business’s financial health.

☑ Informed Financial Analysis
☑ Improved Business Insight
☑ Smarter Financial Planning

✎ Learn The Facts: A QuickBooks survey found that 40% of small business owners feel un...

Learn the basics of budgeting, spending, and saving, and gain the tools to make everyday money decisions with confidence and clarity.

☑ Boosted Investing Knowledge
☑ Future Investing Skills
☑ Improved Saving Habits

✎ Learn The Facts : A 2022 survey found that only 23% of teens say they feel “ve...

Explore how money was created, how it's changed over time, and why understanding its history helps you use it wisely today.

☑ Financial History Knowledge
☑ Increased Economic Awareness
☑ Boosted Financial Habits

✎ Learn The Facts: According to a Pew Research Center study, 41% of Gen Z report u...

Learn how to handle money in relationships—whether it’s with friends, family, or peers—by setting boundaries and showing mutual respect.

☑ Financial Lending Boundaries
☑ Healthy Finances In Relationships
☑ Boosted Communication Skills

✎ Learn The Facts: A study shows that 60% of young adults sa...

Discover how generosity goes beyond donations and explore how giving back helps to support your values, build communities, and make the world a better place.

☑ Greater Philanthropic Impact
☑ Boosted Empathy & Impact
☑ Improved Charitable Methods

✎ Pro Tip: If you feel overwhelmed with wanting t...

Understand why starting early matters and how simple investing habits now can lead to long-term growth and financial independence.

☑ Boosted Financial Responsibility
☑ Increased Financial Confidence
☑ Healthy Saving Habits

✎ Learn The Facts : Studies show that individuals who start investing in...

Understand the basics of identity theft, how personal information is stolen, and the risks it poses to your financial and digital security.

☑ Increased Fraud Awareness
☑ Stronger Data Protection Habits
☑ Financial Risk Prevention

✎ Learn The Facts: Research shows that children are increasingly ...

Learn how to spot suspicious activity, avoid common scams, and take proactive steps to secure your credit card information.

☑ Better Scam Detection
☑ Safer Online Purchases
☑ Reduced Risk Of Theft

✎ Pro Tip: Credit card fraud is the most common form of identity theft.

*The program is intended...

Gain guidance on what to do if your financial information has been compromised, from reporting to recovery.

☑ Faster Fraud Recovery
☑ Boosted Fraud Response Plan
☑ Reduced Financial Damage

✎ Pro Tip: Victims who report fraud within 48 hours are significantly more likely to recover stolen funds ...

Explore tips to secure your finances for a long, healthy future & ensure stability within retirement.

☑ Improved Goal Setting
☑ Long-Term Investment Focus
☑ Empowered Financial Planning

✎ Pro Tip: Regularly review and adjust your financial plan to account for changing needs as you age.

*The pr...