Our Courses
Knowledge is one of the greatest forms of wealth we all have and actionable knowledge can be life-changing. Our courses are outcome-oriented and will guide you through understanding the building blocks, helping you use them to navigate your financial journey.
WealthNav Building Blocks
Learn how to characterize your Finances in Assets, Liabilities, Earns, and Burns and set them up in WealthNav. Also setup how your money flows.
Build Your Financial Picture
Learn how to build a Financial Picture so that you can evaluate your current Net Worth and future Net Worth based on how your finances are setup. Play around with sequence and value of accounts to see how drastically your net worth can vary over time.