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Free program

Wealth Builder Academy

A practical, 10-module program that helps you take control of cash flow, strengthen credit, reduce harmful debt, build savings and move toward ownership and generational wealth.

10 modules8–12 weeksLive online cohortsEvening & weekend options
Join the interest listClient Portal
10engaging modules
8–12weeks, at your pace
12-monthWealth Action Plan
$0cost to you

What you’ll learn

Ten modules. Real tools. Your plan.

Action over theory. Every module ends with a tool, a decision or a next step you can use right away.

Money Goals & Wealth Mindset

Your personal definition of wealth, values, SMART goals and household decision-making.

You’ll leave with: a 12-month goal map

Cash Flow & Spending Systems

Income, fixed and variable expenses, irregular costs, spending tracking and a bill calendar.

You’ll leave with: a working monthly spending plan

Emergency Savings & Resilience

Starter reserves, emergency funds, sinking funds, automation and handling uneven income.

You’ll leave with: a savings target and automation plan

Credit as a Tool

Credit reports and scores, utilization, payment history, disputes and rebuilding the right way.

You’ll leave with: a credit review and action plan

Debt Strategy

Your debt inventory, interest costs, payoff methods and avoiding new harmful debt.

You’ll leave with: a debt reduction plan

Banking & Financial Products

Checking and savings, fees, deposit insurance, digital products and comparison shopping.

You’ll leave with: a financial product review

Protecting Income & Assets

Insurance basics, identity theft, fraud and scams, emergency documents and beneficiaries.

You’ll leave with: a household protection checklist

Investing & Retirement Foundations

Risk and return, diversification, compounding, retirement accounts, employer benefits and fees.

You’ll leave with: a retirement and investing next-step checklist

Ownership Pathways

Homeownership, entrepreneurship, education and career investment, and other productive assets.

You’ll leave with: your chosen asset-building pathway

Taxes, Estate & Generational Wealth

Tax organization, wills and trusts basics, recordkeeping and teaching your family.

You’ll leave with: your 12-Month Wealth Action Plan

Who it’s for

For anyone who wants a stronger financial future

Whether you’re recovering from a setback, getting ready to buy a home, starting to invest or building a long-term wealth plan, this academy is for you.

  • Adults 18 and older
  • No minimum credit score, income or savings
  • You don’t need to be ready to buy a home

To graduate, you’ll:

  • Attend at least 80% of sessions (make-ups available)
  • Complete a short starting and ending check-in
  • Finish your worksheets and tools
  • Write your 12-Month Wealth Action Plan
  • Join a graduation reflection

After graduation, we check in at 3, 6 and 12 months to celebrate progress and connect you with next steps, like the Homebuyer Academy.

Your action plan

Coaching that turns learning into doing

1

Pick your goal

Identify one primary financial goal and your current wealth-building stage.

2

Choose 3–5 actions

Small steps you can finish in the next 90 days.

3

Map 12 months

Milestones for savings, debt, credit, protection and ownership.

Ready when you are

Join the Wealth Builder Academy interest list

We’ll reach out about the next cohort, orientation and how to complete your intake in the Client Portal.

  • No cost and no commitment
  • A real person follows up, usually within two business days
  • Questions first? Call (856) 318-9817

Please don’t include Social Security numbers, account numbers or financial documents here. When you enroll, you’ll share those securely through the Client Portal.