Unbiased fiduciary support that extends the program beyond the classroom.
A two-year relationship with a professional financial advisor to establish and manage your personal financial plan (spending, saving and investing plan)
Three 1:1 meetings (5 hours)
Initial Discovery meeting to uncover personal financial goals
Two progress meetings to support participants as they complete goals and…
Participants are eligible to earn a $1,000 contribution to their Roth IRA at the successful completion* of the financial literacy class (*100% participation in classes and advisor meetings and a passing grade on the final exam)
Participants agree to provide financial information annually for up to two years in order to track the outcome of the program
Classes are held twice a year, in the spring and fall. We highly recommend early enrollment as space is limited and classes fill quickly. We have a great loose atmosphere where you come to learn these basic financial principles with like-minded people who are trying to do everything in their power to ensure their future is accounted for.