Build your financial foundation
Financial First Gen
Build the financial foundation you wish someone had been able to teach you.
Financial First Gen™ is a guided financial education and implementation program designed to help you build your own financial playbook — one that helps you build, grow, protect, and recover through real life.
Built from more than 20 years of hands-on finance and accounting experience, including Controller and CFO roles, Financial First Gen brings professional financial principles to the kitchen table in a practical, understandable way.
This isn’t about memorizing financial information. It’s about knowing how to use it.
Everything Included with
Financial First Gen™
Your $97 First Launch purchase includes:
- Complete Financial First Gen™ program
- Step-by-step Building Block lessons
- Personal Financial Starting Point assessment
- One-on-one Starting Point Session with Becca
- Worksheets, checklists, and action plans
- Cash-flow, debt, credit, mortgage, and investment tools
- Legacy and financial continuity planning tools
- Guided check-ins and accountability
- Continued program support
- Future lessons, resources, and program updates at no additional cost
- 90-Day Build What Lasts Guarantee
One purchase. A complete system for building, growing, protecting, recovering—and creating something worth passing forward.
What Your Purchase Gives You
The Complete Financial First Gen™ Program
Access straightforward Building Block lessons covering the essential parts of financial life—from understanding cash flow and building stability to credit, debt, investing, taxes, protection, recovery, wealth, and legacy.
Your Personal Financial Starting Point
Complete your Financial Starting Point assessment and meet one-on-one with Becca to identify where you are, what matters most right now, and which Building Blocks should come first for you.
Practical Worksheets and Action Plans
Use guided worksheets, checklists, and action steps to turn what you learn into decisions and practical changes in your own financial life.
Financial Calculators and Planning Tools
Work through real decisions with tools for cash flow, debt payoff, loans, mortgages, credit preparation, investing, and long-term financial planning.
Legacy and Financial Continuity Planning
Organize the information your family would need if something happened to you. Create a practical plan for your financial accounts, insurance, important documents, digital assets, personal wishes, and the financial knowledge you want to pass forward.
Guided Check-Ins and Accountability
Stay connected to what you are building with structured check-ins, progress points, and support designed to help you keep moving forward.
Future Program Updates
As Financial First Gen grows, receive new lessons, tools, resources, and program updates at no additional cost.
90-Day Build What Lasts Guarantee
Complete your Financial Starting Point and put three Building Blocks into practice. If Financial First Gen still isn’t helping you find greater clarity and identify your next wise steps, request a refund within 90 days.
Build • Grow • Protect • Recover
A system designed for real financial life
Money advice usually teaches you what to do when everything goes according to plan.
Financial First Gen™ teaches you how to build — and what to do when it doesn't.
BUILD
Create the financial foundation.
Understand the fundamentals, organize your financial life and create the stability needed to move forward.
GROW
Turn stability into opportunity.
Learn how income, assets, investing, credit, skills and opportunities can begin working together to create progress.
PROTECT
Protect what you're building.
Understand how to protect your income, money, credit, assets, identity and financial future.
RECOVER
Know what to do when life goes sideways.
Learn how to respond, rebuild and move forward after financial mistakes, unexpected events or setbacks.
The framework
The Financial First Gen™ Building Blocks
Wherever you are in your financial journey, you can start with the Building Blocks that matter most to you. You don’t have to master everything at once. Start where you are, build what you need, and keep moving forward.
Who Financial First Gen Is For
- Young adults beginning their financial journey
- Parents who want to teach practical financial life skills
- Families working to break paycheck-to-paycheck cycles
- Adults rebuilding after financial setbacks
- Anyone who wants practical financial wisdom instead of quick fixes
- People who are doing well but want to make their money work more intentionally
No financial background is required. Start where you are.
You Don’t Have to Figure It Out Alone
Knowing something and implementing it are two different things. Financial First Gen gives you a practical system, and Your Kitchen Table CFO helps you learn how to use it.
Personal Starting Point Session
Complete your Financial Starting Point and meet one-on-one with Becca to discuss where you are, where you want to go, and which next steps make sense for you.
Guided Support and Accountability
Use structured check-ins, action steps, and continued support to help you apply what you learn and keep building as your financial life changes.
90-Day Build What Lasts Guarantee
Complete your Financial Starting Point and put three Building Blocks into practice. If Financial First Gen still isn’t helping you find greater clarity and identify your next wise steps, request a refund within 90 days.
Guarantee TermsCommon questions
Frequently Asked Questions
Ready to Build What Lasts?
You don’t need to have everything figured out before you begin. You need a place to start, practical tools to help you move forward, and guidance for choosing your next wise step.
Pull up a chair.
Includes the complete program, your Personal Starting Point Session, implementation tools, guided support, future program updates, and the 90-Day Build What Lasts Guarantee.