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Pull up a chair

You do not need a background in finance, a perfect month, or a plan already written down. You just need a place to begin. Here is the order we would suggest.

Three steps, in order

  1. 1

    Download the free guide

    Seven conversations to have at your own kitchen table. Read it in one sitting, with coffee.

  2. 2

    Have the first conversation

    Pick one page and talk it through with the people you share money with. That is the whole assignment.

  3. 3

    Keep going with the program

    When you are ready for the full path, Financial First Gen walks you through it in order.

You don’t need to have everything figured out before you begin.

You only need a place to start.

Pull up a chair.

Pull Up a Chair

The Kitchen Table Guide

7 Conversations That Can Change Your Family's Financial Future

Most of us were never taught how money really works. This free guide is designed to help families, parents, and young adults begin meaningful conversations about money, goals, and building a stronger financial future—one conversation at a time.

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