Frequently Asked Questions


If your questions are not answered here or elsewhere on our website, Contact Us!

 01  How do I know if I am in need of financial education?

Basic questions you should ask yourself are: 

  1. Do you have a system for making sound financial decisions, and account for how they affect your future finances?

  2. Do you understand the value of a budget, the right way to create one, and how to stick to it?

  3. Do you have an emergency fund?

  4. Do you know how to make your money work for you?

  5. Are you generating passive income? Or are you working for every dollar you receive?

  6. Do you know how to generate multiple streams of income?


If the answer is NO to one or more of these questions, you would benefit from financial education.



 02  Can I learn together with a spouse, friend or group of friends?

 Yes, contact us and we'll customize a learning program you can enjoy with friends and family.




 03  How long will the online financial education program take me to complete?

This program is an online, self-paced program that is designed to allow you to work as fast or slow as you need to based on your schedule.  




 04  What topics are covered in the online program?


The materials cover 10 main personal finance areas: 1. Financial Psychology; 2. Savings, Expenses, & Budgeting; 3. Account Management; 4. Credit Profile; 5. Loans & Debt; 6. Income; 7. Skill Development & Education; 8. Taxes & Economic Influences; 9. Risk Management & Insurance; 10. Investing & Long-term Planning.




 05  I'm looking to buy a home. Can you assist me in planning for this financially?

Yes! Whether you are looking to buy a home, plan for college, purchase a vehicle, save for retirement or achieve any other financial goal, we have a program that will work for you.  Visit our Programs page to learn about the options available.