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The 3rd Decade Program

financial education. Mentoring. Roth IRA award.

The Pillars of Financial Capability

Education

4 Personal Finance Classes
Actionable Financial Knowledge
On-Demand and Live-Virtual Learning Options

Mentoring

1-on-1 Relationship with a Financial Mentor
Personalized Financial Plans
Access to Online Financial Health Portal

And More

$250 Roth IRA Award
Post-3rd Decade Resources
Continued Learning Opportunities

Education

Transforming Your Relationship With Money

You don’t know what you don’t know until you know. 3rd Decade’s curriculum isn’t groundbreaking – but it is life-changing. Our financial education classes are designed with YOU in mind, providing the knowledge needed to take control of your financial future through engaging, interactive lessons.

Our program spreads out core financial concepts into four classes brimming with real-world knowledge, straightforward financial strategies, and practical tools you can apply immediately to improve your financial well-being.

Core Education Includes:

Simplifying taxes, insurance, and credit scores
Planning for major life milestones, such as homeownership, higher education, and family planning
How to build a budget, manage debt, save for retirement, and end of life planning
And much more!

Mentoring

Solidify Your Healthy Money Mindset

Once you have the money basics, you need the support to turn your newfound financial dreams into reality.

Take advantage of a two-year, judgment-free relationship with a professional financial mentor who will help you along your financial journey. Mentors work alongside you to build a personalized financial roadmap, guide you through major life changes, and act as a sounding board for all the financial questions bound to pop up.

With our Financial Mentors, you receive the same high-quality guidance and assistance that others pay Financial Advisors for, at no cost and always with your needs in mind, solidifying your financial confidence post-3rd Decade, allowing you to make sound financial decisions stress-free for life.

And More

We Invest In You So You Invest In Yourself.

We aren’t one of those all talk, no action financial education nonprofits. We believe in you and your financial success so much, that our organization and donors will gift you up to $250 into your Roth IRA upon completing the 3rd Decade program.

Don’t know what a Roth IRA is? That’s okay – That’s why we’re here! We look forward to being a part of your financial journey.

Program Timeline

Classes Start on a Quarterly Basis

Classes

Classes

Class 1

Budgeting

Classes

Class 2

Debt

Classes

Class 3

Credit Scores & Taxes

Classes

Class 4

Housing

Classes

Class 5

Investing Basics - Part 1:
Financial Assets, Fees

Classes

Class 6

Investing Basics - Part 2:
Managing Risk, Stock Market, Working with Financial Advisors

Classes

Class 7

Investing Incentives, Employee Benefits, Life-Changes

Classes

Class 8

Insurance, End-of-Life Planning

Week 1

Week 2

Week 3

Week 4

Week 5

Week 6

Week 7

Week 8

Meetings

Meetings

Discovery Meeting

Review Your Finances, Build a Custom Financial Plan, Set Goals, and Create a Vision For Your Financial Future

Meetings

Progress Meeting

Check in with your Financial Mentor, Review Your Financial Plan and Goals, Make Updates, and Celebrate Achievements

Meetings

Final Progress Meeting

Check in with your Financial Mentor, Discuss a Post-3rd Decade Action Plan, Ask Questions, and Celebrate Achievements

2 Hours

1 Hour

1 Hour

Your Future

Program outline knowledge check

Roth IRA Award

Open a Roth IRA account at the institute of your choice and complete all financial education classes and mentoring sessions to be eligible for a $250 award into your account.

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Live Your Best Financial Life

Use your newfound financial knowledge and confidence to guaranteed financial independence beyond 3rd Decade

Graduation

Forever