The First Gen Wealth Primer.
Seven days. Seven lessons. Free.
The financial education no one gave us, written for the first generation building wealth from the ground up. Starting with a Roth IRA and ending with a legacy-building plan.
Course Curriculum
The Scarcity Unlearning
Moving from a survival mindset to an accumulation mindset. Why immigrant households produce both the most disciplined savers and the most financially anxious adults.
The Cultural Insurance Policy
Rethinking the emergency fund not as a financial product, but as the foundation that makes every other financial decision possible.
The Family Ledger
Budgeting for remittances without guilt. A framework for setting a number, communicating it, and holding it.
The Boring Index
Why we ignore the noise and buy the market. A plain-language explanation of index funds and why the simplest strategy has outperformed most professionals.
The Tax Shelter
Opening and funding your first Roth IRA. Step-by-step, including which platform to use and what to buy on day one.
The Pension Advantage
Maximizing public sector benefits, including the 457(b), HSA, and the defined benefit formula most employees never fully understand.
The Legacy Horizon
Setting the autopilot and living your life. What the numbers look like when you stay consistent, and what the path forward actually looks like from here.