The 3rd Decade Program
financial education. Mentoring. Roth IRA Match.
The Bullet Points
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
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 match 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
Class 1
Magnificent 7 Principles
Class 2
Class 3
Savings, Retirement
Class 4
Meetings
Discovery Meeting
Progress Meeting
Final Progress Meeting
Your Future
Roth IRA Match
