Financial security is more about good money habits and decisions rather than how much you make. Poor financial decisions early in life can compromise your financial security (health) for years. At a minimum, we want you to have the knowledge, skills and confidence to make good financial decisions.
Here’s What You Get:
A specific strategy that’s built around your goals, needs, wants, and wishes.
An easy to understand plan that prioritizes what needs to be done in the exact order of when it needs to be done.
An easy to comprehend implementation strategy that you’ll actually be able to do yourself.
The 3rd Decade® Is For You If…
You’re ready to take full control of your financial life.
You want to speak with a financial mentor who isn’t going to try and sell you something.
You’re tired of feeling overwhelmed about not having a plan in place.
You’ve done a good job saving over the years but feel it’s time to start working with a professional.
This isn’t for you if…
You want some get-rich-quick scheme that will allow you to retire tomorrow.
You think the government is going to collapse and should start stocking up on gold.
You don’t take your finances and financial future seriously.
Unbiased fiduciary support that extends the program beyond the classroom.
A two-year relationship with a professional financial mentor 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 mentoring 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.