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Collegiate Workshops

Financial Strategy for the Next Chapter
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Helping students turn their first paycheck into a strong financial foundation

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THE CHALLENGE

Your first paycheck comes with a lot of questions.  

​​How much should you spend?  How much should you save?  Should you contribute to your 401(k)?  IRA?  With so many competing priorities, where do you even start?

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Most students graduate knowing how to earn a paycheck, but not necessarily how to build a financial strategy around it.

​​They don't need another textbook.  They need a framework.

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THE APPROACH

Money isn't just about the numbers.  It's about the life you are building.

​The Wealth Studio takes a strategic, real-life approach to financial education.  Rather than focusing solely on rules and definitions, workshops help students understand how financial decisions fit together and how to make thoughtful choices as their lives evolve.

THE WORKSHOP

MY FIRST PAYCHECK

Three pillars.  One hour. 

A practical foundation for the financial decisions that come next.

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Budgeting
Where does my money go?

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Retirement

How do I start building for the future?

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Priorities

What comes first?​

Designed for your students.  Built for your campus.

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