Build a Financial Foundation with Clarity & Character

Build a holistic personalized financial foundation using 20 real-life checklists, templates, and tools merging your purpose & spiritual center.

Establish and Optimize Your Key Financial Accounts

Maximize your financial potential by strategically setting up and managing checking, savings, and investment accounts with clarity and purpose.

Make Informed Money Decisions & Navigate Real Life 

Learn how to make informed financial decisions when it comes to credit, debt, and paychecks—so you can protect your bag, flex wisely, and avoid the traps.

Curriculum

3 Chapters · 31 Lessons

  1. 1

    Introduction to Bluue Briefcase: Your Own Financial Journey!

    1. (Included in full purchase)

      Welcome to Your Financial Journey

  2. 2

    MODULE 1: Build Your Financial Foundation

    1. (Included in full purchase)

      Intro - Let's Get Ready for Your Personal Foundation

    2. (Included in full purchase)

      Lesson 1: Financial Goals - Ditch Limiting "S.M.A.R.T. Goals and Go B.O.L.D.

    3. (Included in full purchase)

      Lesson 2: Your Money Profile: Saver? Spender? Or Somewhere in Between?

    4. (Included in full purchase)

      Lesson 3: Quiz ~ My Money Moods and Moves: Saver vs Spender Check-In

    5. (Included in full purchase)

      Bluue Briefcase - Terrace Office Hours

    6. (Included in full purchase)

      Lesson 4: Banking Chemistry – Find Your Financial Match

    7. (Included in full purchase)

      Lesson 5: Quiz ~ Real-Life Scenarios: Which Bank Should You Choose?

    8. (Included in full purchase)

      Lesson 6: We Stack: So We Never Lack: Our Saving Umbrella

    9. (Included in full purchase)

      Bluue Briefcase - Terrace Office Hours

    10. (Included in full purchase)

      Lesson 7: Do You Really Need That? Needs, Wants & Splurges

    11. (Included in full purchase)

      Lesson 8: Budgeting Made Bluue - Your Cash Flow Construction Zone

    12. (Included in full purchase)

      Bluue Briefcase - Terrace Office Hours

    13. (Included in full purchase)

      Lesson 9: "I AM THAT I AM": – Speak it, believe it, and grow into it.

    14. (Included in full purchase)

      Lesson 10: Module Quiz: Recap the Bluue Tips

    15. (Included in full purchase)

      Bluue Briefcase - Terrace Office Hours

  3. 3

    MODULE 2: Smart Money Moves

    1. (Included in full purchase)

      Intro: Real-Life Money Moves

    2. (Included in full purchase)

      Lesson 11: The Real Wealth Wake-Up

    3. (Included in full purchase)

      Lesson 12: Wealth Self-Assessment Survey - Reflection to Action

    4. (Included in full purchase)

      Bluue Briefcase - Terrace Office Hours

    5. (Included in full purchase)

      Lesson 13: Check Your Check – Know it, Before You Spend It

    6. (Included in full purchase)

      Lesson 14: Don't Leave It on the Table: Maxing Your Job Benefits

    7. (Included in full purchase)

      Lesson 15: Secure Your Bag - Top 10 Insurance Must-Haves for Young Adults

    8. (Included in full purchase)

      Lesson 16: Protect Your Points in the Paint - Life Insurance

    9. (Included in full purchase)

      Bluue Briefcase - Terrace Office Hours

    10. (Included in full purchase)

      Lesson 17: The Credit Cards Are Dealt – Are You Ready to Play?

    11. (Included in full purchase)

      Lesson 18: Real Apartment, Real Moves, Real Roommates, Oh My!

    12. (Included in full purchase)

      Bluue Briefcase - Terrace Office Hours

    13. (Included in full purchase)

      Lesson 19: Say BE and It IS!

    14. (Included in full purchase)

      Lesson 20: Module Quiz - Let's Go!

    15. (Included in full purchase)

      Bluue Briefcase - Terrace Office Hours

From the Creator....

Activate Your Financial Life! Welcome to Bluue Briefcase—your ultimate financial starter kit, created to equip college students and young adults with the clarity, confidence, and character to walk boldly into the real world.  I'm here to guide you on a journey towards financial wellness. Let's work together to empower you with the knowledge and tools needed to take control of your financial future. This isn’t just another money course. This is your moment to own your future.

Ready to Take Control of Your Financial Future?

Enroll in the Activate Your Financial Life Course today and start building a purpose-driven foundation for long-term wealth and well-being.

$149.00

Enroll Now