Individuals
30-Day Personal Finance Plan
Cash flow, credit, emergency savings, and one automated habit.
12 steps
Start this planTake 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
Every action has a free course that teaches you exactly how to do it, with an AI coach, a test, and a certificate.
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
Start this planInvestors
First Investment Preparation Plan
Debt, emergency fund, account type, and research discipline.
10 steps
Start this planEntrepreneurs
Business Startup Checklist
Entity, EIN, banking, bookkeeping, licensing, and pricing.
14 steps
Start this planEntrepreneurs
Business Growth Checklist
Financial statements, credit file, hiring, and systems.
11 steps
Start this planBusinesses
Government Contracting Preparation Plan
SAM.gov, NAICS, certifications, capability statement, bonding.
13 steps
Start this planFamilies
Homeownership Preparation Plan
Credit, savings, pre-approval, inspection, and closing costs.
12 steps
Start this planFamilies
Estate Planning Checklist
Beneficiaries, will, power of attorney, deed review.
8 steps
Start this planCommunity organizations
Community Business Support Plan
Local spend, procurement, and directory building.
10 steps
Start this planGovernment leaders
Local Economic Development Action Plan
Procurement audit, land policy, and capital access.
12 steps
Start this planEvents
Real workshops, clinics, and community sessions
Pulled each week from the organizations that host them. Register opens their official sign-up page.
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