Take Action

We've created someĀ FREE resources to help you get started with creating your own financial game-plan.


How to Secure the
Bag in 15 Days

  • 15 days of easy, yet impactful, changes you can make in your daily habits right away.
  • Our one-page budget template
  • Effective and actionable tips delivered right to your inbox. 
  • Helpful resources, apps and websites to help you implement your new habits.

All for FREE.

Placeholder Image

Money Breakthrough Workbook & Budget Template

  • BONUS #1: Our Modern Money Education Breakthrough Workbook: This is step-by-step workbook designed to walk you through the financial breakthrough process and it will be delivered straight to your inbox!
  • BONUS #2: Our stealable Budget Template: You’ll organize your finances and create a roadmap to increasing your net worth.



Check out our video content.

More Videos from Us

featured posts

What You Need to Know About Student Loans


The student loan crisis is nothing new. But that doesn’t mean its effects aren’t profound

For years headlines and news stories have reported the uptick in student debt and the impact it has on people for the rest of their lives. Student loan debt is a big issue in our country and with the cost of education on the rise, it becomes an even more important topic to discuss. 

Today, our team wanted to bring you up to speed on what you need to know about student debt: what it is, how to prepare for it, and ways to keep the costs at bay.


First Time Home Buyers Guide


Buying a house is an inherently stressful process, but for first time home buyers the process can be especially complex. Many first time buyers purchase condos to take advantage of lower prices and reduce their responsibility to maintain the property.

This may appear to reduce mortgage default risk because the monthly payment is lower, but in reality making the homeowner’s association a party to the transaction adds far more default risk than the lower payment removes.

In addition, given the nature of the current economy, many millennial buyers have student loan debt, or work as 1099 contractors instead of W2 employees, which further compounds the risk and makes it harder to qualify for a home loan.

Access the Full Blog


Top 10 Favorite Financial Literacy Podcasts Hosted by People of Color

View List

Find a Black CPA

National Society of Black CPAs directory

View Form

Black Women CPAs

Samantha Hawkins 

Melissa Preston  

Angela Dotson   

Angie Toney  


Need More?

Ā Take Charge of Your Financial Future with Our Step-by-Step DIY Plan


Take control of your financial future with our DIY Financial Plan Course. Designed for individuals who want to create a personalized financial plan at their own pace, this comprehensive course provides step-by-step guidance and expert insights. Learn how to budget effectively, manage debt, save for goals, and invest wisely. Created by CERTIFIED FINANCIAL PLANNERā„¢ Professionals, our course empowers you to achieve financial independence and confidence. Enroll today and start building a secure financial future on your own terms.

Learn More Here

Want to get notified of upcoming events and courses? 

Join our waitlist to be notified.

We won't send spam and you can unsubscribe at any time.