Pilot Project


We all dream of working hard and retiring comfortably, but many of us are not savvy in money matters, finances or strategies that will make our dream come true. One that elevates the consciousness of the value of our hard earned money and assets, and how it relates to wealth creation from simple tasks like budgeting and calculating your net worth to complex tasks like buying a house, understanding how to invest in the stock market, or starting a business.

The Facts

In the United States, 44% of all families and 63% of minority families do not have sufficient liquid financial assets to sustain their households at the poverty level for three months if they lose their income. 36% of all senior citizens are at risk of outliving their resources. A large percentage of the elderly population lives on the precipice of economic insecurity. 54% of all U.S. households lack sufficient financial assets to make investments in opportunities that increase financial mobility, such as buying a home, creating a business, or investing in their children’s education.

Reference: Asset Funders Network Brief


To offer education, tools, strategies and consultations to help create wealth and prosperity for all individuals and families in our communities.

Keywords: Economic Opportunity, Financial Security, Latino and other Minorities, Seniors, People with Disabilities, Families, Homeownership, College Savings, Retirement, Advocacy, Education, Consultation, Personal Improvement, Self Help.


To guide participants through standardized processes to help them plan, save and invest for the future, buy a house, start a business, and retire securely. All while teaching our participants the concepts behind the processes, so they can apply them for themselves for the rest of their lives.


To create an ecosystem that builds on itself: By helping individuals manage their personal finances, generate a monthly surplus so they can save for an emergency fund, get out of debt, save for a down payment to buy a home, invest in the stock market, education, safe retirement, or start a business.


We will use technology to help us manage our participants, programs and business.

How we are different.

Our coaches will take every participant through a series of one-on-one consultations and guide them through our standardized step by step building blocks to create sound financial habits that will survive economic cycles. Though we will offer educational presentations and workshops, this program is intended to be a hands-on process where we put into practice what we've learned about personal finances.


Building wealth is not a destination, it's a lifestyle. We will give every participant all the time they require to go through the program. This means that we don't really have a finish line, only a starting line, and therefore will be making ourselves available not only through the initial process, but after follow-up meetings.


Many organizations offer educational programs and training courses that help the community learn and understand how to create wealth (i.e. personal finances, opening business, investing in stocks and buying a house). We strive to augment these organizations efforts, and offer personalized consultations to their participants and guide through their new found knowledge.

Community outreach organizations that work with low-income communities. We will offer our help to their audiences to augment their efforts and help this sector be better prepared for the future.

Private and government organizations that have their employees' best interest in mind. We will offer our services to their employees to help them put their earnings to work, while maintaining a healthy and sustainable standard of living.

Our senior community is vulnerable and in some cases not prepared to make ends meet for the rest of their lives. We strive to offer strategies and help make natural connections that can help resolve this issue and solve more than one problem at a time.

People with disabilities are especially vulnerable to finance and economic cycles. We strive to offer strategies to help them get through life, throughout their lives, and to make connections with other organizations that can help create financial security for participants.

Program And Other Services Ideas

  • Building Blocks : Set the Foundation and Wealth Generation

  • Homeownership Guidance

  • Rent to Own housing program

  • Senior Community: Get to the finish line.

  • Tax Time - Assist with filing taxes

  • Life Document (Will and Testament)

  • Filing Bankruptcy

  • Yearly Convention

  • Debt Repayment Negotiation

  • Jobs Search bulletin board or announcements

  • Cliff effect strategies

  • Probate