Stay accountable to your to-do list. Our facilitators help you organize your goals and find support on first-gen financial to dos like…

• Getting Clear on Your Financial Picture: It’s time to stop guessing and start knowing. Review your income, expenses, savings, and debts so you can finally see where you actually stand—and set goals that make sense.

• ​Prepping for Tax Season: Get ahead of tax time by organizing your documents, identifying potential deductions, and prepping key questions for your tax preparer or software. Make filing smoother and stress-free.

• ​Planning for Family Support: Got caregiving responsibilities? Spend time mapping out a budget that balances supporting aging parents, helping siblings, or keeping your household running. Identify areas where there’s risk of draining yourself, and draw on community wisdom to navigate it.

• ​Saving for Generational Change: Dream big and plan smart. Maybe it’s starting a business, funding the future babies in your circle, or building a philanthropy game that you’re juiced about. Or if you’re not sure, hearing some members’ ideas may spark some new inspo.

• ​Prioritizing Self-Investment: You can’t pour from an empty cup, honey. Invest in you—be it pure joy (yes to that woodworking class!), a wellness reset, or leveling up your career game.

Stay the full session or pop in for just as long as you need—it's all about making headway in good company.