Be Fiscally Fierce

What is Your Money Vision?

Become a Roth Warrior Today.

Your Pathway to Financial Literacy

Educational Modules

Using Canvas, you will be given a course paced by your age and personal needs. Click on your age group to see the modules you will be given.

    • Checking and Savings Accounts

    • Savings and Emergency Funds

    • Budgeting and Money Management

    • Your Online Presence

    • Advanced Placement Courses

    • Applying to College and College Alternatives

    • Student Financial Aid and Scholarships

    • Your Online Presence

    • Applying to College and College Alternatives

    • Student Financial Aid and Scholarships

    • Renting and University Housing

    • Budgeting and Money Management

    • Savings and Emergency Funds

    • Networking and Career Building

    • Interviews and Interview Preparation

    • Investing Basics

    • Credit Basics

    • Understanding Your Pay Stub

    • Individual Retirement Accounts

    • Tax Basics

    • Online Shopping Safety

    • Understanding Inflation

    • Retirement Planning

    • Tax Awareness

    • Life and Health Insurance

    • Student Loan Repayment

    • Behavioral Finance

    • Risk Management

    • Buying a Car

    • Credit and Credit Scores (Intermediate)

    • Warranties

    • Understanding Employee Benefits

    • 401(k)s

    • Balancing Work and Personal Life

    • Retirement Planning and Retirement

    • 529 Plans

    • Risk Management and Insurance

    • Estate Planning and Financial Protection

    • Disability Income Insurance

    • Health Savings Accounts

    • Homeownership

    • Mortgages

Access to our large financial literacy module library, module quizzes, unit tests, other surveys, and knowledge checks.

Growth and success visualizations to track progress.

Create your Top 100 Goals and see them get accomplished!

Everyone’s different, so you may be able to access modules outside of your age group at your coach’s discretion.

Regina the Roth Warrior

Join Regina as she packs her Roth to fight off future taxes!

Personal Financial Coach: Book a meeting to ask your financial coach specific questions via Calendly. Even warriors like Regina ask for help sometimes!

Personal Financial Coach: Book a meeting to ask your financial coach specific questions via Calendly. Even warriors like Regina ask for help sometimes!

Personal Financial Website: Create a budget and track all of your income and expenses in one place to make reaching your financial goals easier courtesy of Cambridge's eMoney Advising platform.

Personal Financial Website: Create a budget and track all of your income and expenses in one place to make reaching your financial goals easier courtesy of Cambridge's eMoney Advising platform.

Power of Attorney and Estate Planning: Even if you're young or have a modest estate, a trust/will provides a clear roadmap for your wishes. Don't let your loved ones navigate confusion – secure their future with a simple step courtesy of Estate Guru

Power of Attorney and Estate Planning: Even if you're young or have a modest estate, a trust/will provides a clear roadmap for your wishes. Don't let your loved ones navigate confusion – secure their future with a simple step courtesy of Estate Guru at our expense. Need an LLC to start a business? We can help!

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Are you ready to transform your financial future? Take the first step to unlocking your financial potential.

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Combat the Cost of Living Crisis Now and in the Future.

We have collected data that shows the #1 concern for young adults is becoming financially independent. With rising prices in housing, wages aren't rising as fast.

What is the biggest thing you are afraid of or need help with regarding your financial future?

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