The first project focuses on emergency preparedness and risk management. You will learn how to create an emergency fund, address major life uncertainties with appropriate insurance, and pay down high-interest debt.

Discover how to maximize employer benefits like HSA matching, retirement plan matching programs, and employee stock purchase plans.

You will learn how to optimize your retirement savings by considering the tax structures of each of your retirement plan options. You'll assess your current and future tax situations so you can choose the right retirement accounts.

This project will help you ensure your family relationships stay strong and that your wishes are carried out if you die or become disabled.

This project will guide your through the process of prioritizing and paying down debts to improve your financial health.

Explore the benefits of investing outside of traditional retirement accounts. From real estate to small business and standard brokerage accounts, this project emphasizes building wealth through diverse investment opportunities.

This final project encourages you to take calculated risks with potentially high rewards. You will learn how to identify and pursue investment opportunities that could significantly boost your wealth.