Join us for our next private Ask Me Anything Session, and you’re in for a treat! We’re kicking off the new year with not just one but three experts: a Certified Financial Planner (CFP), an Accredited Financial Counselor (AFC), and a Financial Therapist.
The goal? To help you get to know 3 key numbers that can shift the way you set your 2025 financial goals:
Your Needs—what it takes to keep the lights on and life running.
Your Nextras—the extra you can put toward whatever you want next: to save, invest, or guilt-free splurge.
Your Net Worth—your capacity for legacy-level impact, for the next generation or your lifetime.
You may already be familiar with these numbers (or dreading the thought of looking directly at them), but typical financial advice doesn't cover the nuances that can change these figures for many first-gen folks — like caregiving, making room for financial activism, or having untraditional money goals.
That's where our experts come in: To demystify the process, reframe the dread from a first-gen lens, and show how knowing your numbers can bring clarity, relief, and room for more joy—even in turbulent times.
This is your chance to:
Ask those nuanced questions you’ve been holding onto. Submit them live or in advance via our Private Members Mailbox.
Receive live 1:1 coaching or simply watch and learn as our experts coach others through complex first-gen financial topics.
Guest expert panelists
Diana Yañez — Certified Financial Planner & Registered Life Planner
TBA Soon! — Accredited Financial Counselor
Dr. Shay Harris-Pierre — Financial Therapist & Family Governance Consultant