Individuals
30-Day Personal Finance Plan
Cash flow, credit, emergency savings, and one automated habit.
12 steps
Take Action
Knowledge that does not change behavior changes nothing
Choose a plan that matches where you are. Work the steps. Track what you finished. Members keep their progress across every device.
Your monthly checklist
Ten actions, one month
Action plans
Structured plans by audience
Save a plan to your account, mark each step complete, and track progress on your personal dashboard.
Individuals
Credit Improvement Plan
Dispute, reduce utilization, and rebuild payment history.
9 steps
Investors
First Investment Preparation Plan
Debt, emergency fund, account type, and research discipline.
10 steps
Entrepreneurs
Business Startup Checklist
Entity, EIN, banking, bookkeeping, licensing, and pricing.
14 steps
Entrepreneurs
Business Growth Checklist
Financial statements, credit file, hiring, and systems.
11 steps
Businesses
Government Contracting Preparation Plan
SAM.gov, NAICS, certifications, capability statement, bonding.
13 steps
Families
Homeownership Preparation Plan
Credit, savings, pre-approval, inspection, and closing costs.
12 steps
Families
Estate Planning Checklist
Beneficiaries, will, power of attorney, deed review.
8 steps
Community organizations
Community Business Support Plan
Local spend, procurement, and directory building.
10 steps
Government leaders
Local Economic Development Action Plan
Procurement audit, land policy, and capital access.
12 steps
Events
Workshops, clinics, and community sessions
14Aug
Workshop
Government Contracting 101 Workshop
6:30 PM ET · Virtual · Opportunity Desk · 250 seats
22Aug
Community Meeting
First-Time Homebuyer Clinic
10:00 AM CT · Jackson, MS · Community Wealth Desk · 80 seats
4Sep
Investment Education
Reading a Company's Annual Report
7:00 PM ET · Virtual · Founder's Learning Desk · 500 seats
18Sep
Networking
Black Business District Roundtable
5:30 PM ET · Atlanta, GA · Community Development Desk · 120 seats