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.

My Money Vision™ is designed to be self-paced and easy to work through in a reasonable amount of time.

    • 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.

Create your Top 101 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.

With My Money Vision™, your personal financial website and your financial coach are both priceless and timeless.

Regina the Roth Warrior

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

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.

Canvas LMS: My Money Vision is utilized on Cavnas LMS, a learning platform that young adults are familiar with. It is easy to use and offers many opportunities for the course to be as interactive as possible.

Canvas LMS: My Money Vision is utilized on Cavnas LMS, a learning platform that young adults are familiar with. It is easy to use and offers many opportunities for the course to be as interactive as possible.

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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Personal Financial Coaches

Personal Financial Coaches

Topics and Guides at Your Convenience

Budgeting

Debt Management

Saving

Investing

Let’s get started.

It’s okay to not know about financial education, and it’s okay to ask for help!
Learn how to pack your Roth with provisions that will support you for decades.


Picking a package is essential for your My Money Vision™ membership.
View your options based on your age group here: