Resources Check out our FREE resources below that are filled with personal finance information! Find out how strong your financial plan is with our 15 question self assessment. Take the FREE ASSESSMENT Our Blog 3 Important Steps to Building Generational Wealth Building generational wealth is a long-term goal that requires discipline, patience, and a solid plan. It's about creating... learn more 2 Ways to Make Sure You Have Enough Money For an Emergency Emergencies happen when you least expect them, and they can be costly. Whether it's a medical emergency, a... learn more 3 Ways to Maintain a Budget When You’re Busy Maintaining a budget is essential to keep your finances in check. However, it can be challenging to keep... learn more Past Webinars Most Recent Newsletters March 2023 February 2023 January 2023 December 2022 Upcoming Events June 10 Budget Workshop for Alpha Kappa Alpha Sorority, Inc. - ULO Chapter June 15 Corporate Workshop: Navient June 17 Best Southwest Juneteenth Celebration July 18 Corporate Workshop: Holland & Knight - Houston July 24 Corporate Workshop: Holland & Knight - Dallas Don't forget to follow us on social media!