This is what we do and who we serve: your kids and grandkids

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Includes 1.5 hour class is online and the Dave Ramsey's Total Money Makeover Workbook [mailed at the time of registration].  It is presented in 2 parts, usually 2 Saturday classes.  Class is also offered in person at Colorado Free University, you can register directly with the school at www.FreeU.com.  This is a qualifying class for Scholarship if a student hasn't taken Financial IQ Classes.

This is a 1.5 hour class that is ideal for someone who already understands the Basics 101 and is ready to make their money work harder for them.  Taught by Financial Advisors, this is a great way to learn the basics of investing and its pitfalls and rewards.

Are you an entrepreneur or a seasoned business owner?  This is a great class if you are looking to understand how you business finances change when you own a small business.  This classes reveals ways to side step IRS, clear understanding on how the schedule C form works, and why you are responsible for estimated taxes.  This class alternates from online and in person at Colorado Free University. You can sign up also with them at www.FreeU.com.

We have a variety of classes to choose from.  Some are:  7 Secrets to Good Credit, Managing and Avoiding Debt, Digital Assets: Cryptocurrency, Getting Home Buyer Ready and more.  Let us know which class you are interested in.

These classes are taught in person [zoom upon special request] and are ideal for schools.  During the 4 week program the students are taught twice a week for 4 weeks. Metrics are taken beginning and ending the class, 1 quiz is given, students receive certificates of completion, and topics include Basics 101 and  other relevant lessons.

This is the expanded version of the 4 Week Program but with 16 lessons.  Again Metrics are taken to ensure learning outcomes.  There are 2 quizzes during the program and students earn fun bucks [mock money] for their success which they can trade for gift cards, clothing, food items, games, etc. Successful students also get certificates of completion and the top performer receives special recognition.  Learning out come may include understanding insurances, retirement planning, how to understand 

If your school is truly committed to excellence then this program is for you.  Designed for the school systems this has been in operation since 2019.  We have developed over 36 lessons that create successful adulting.  We provide these in person for a 10 to 12 week semester.  

Key student takeaways:

*what it takes to purchase a home

*determine if you should save or finance a car

*what is required to get an apartment

*why you should invest

*credit and debit cards

*banks and credit unions 

*and much more!

Includes one class online and the Dave Ramsey's Total Money Makeover Workbook [mailed at the time of registration].  Limited to the Basics 101 class which is a two part class. Group size up to 50 participants, contact us for fee change if your participants exceed that count.

Participants get to choose from a variety of classes.  Price includes 1.5 hours of class, discussion and may include books, materials and apps.  These classes are taught by professionals in the filed and includes a consultation with the professional sponsoring the class.  Individual appointments are set up with Real Estate Agents, Financial Advisors, Accountants, Credit Repair Specialists, etc.