Financial Identity and Money Mindset Transformation

Uncover your “money personality,” examine financial influences from childhood to college, and learn how to set meaningful, values-aligned financial goals that guide their next steps.

Financial Habits and Saving Methods Trusted by Advisors 

Jump-start your wealth journey using methods trusted by financial advisors. Build your own Financial Security House with a personalized “money buckets” method. Also apply the 60/20/20 Savings System to keep your savings and spending balanced.

Faith + Finance Integration for a Purpose Filled Financial Life

Design a values-driven “financial house” rooted in faith, ethics, and legacy—blending spiritual purpose with financial strategy for long-lasting prosperity. Start building wealth with your first IRA account and integrate faith into your financial planning

About the Course

Through the fun and relatable analogy of moving from a first apartment to a “grown-up space,” transform your financial future with Dorm Room to Dream Home! Our course is designed for college students and young adults who want to set intentional goals, build wealth habits, and design a purpose-filled financial life. With foundational strategies like Money Mindset Transformation, House & Buckets Framework, and Faith + Finance Pillars, you'll gain the knowledge and confidence to take control of your finances. Enroll now to start your journey to financial clarity and security!

Meet the Creator

Greetings!  I'm the creator of Dorm Room to Dream Home: Winning Strategies in Your Personal Finance Journey.  I understand the challenges young adults face when it comes to finances and wealth building. Through my own experiences and expertise, I've crafted this course to help you overcome financial confusion and create a path towards financial freedom. Join me in this transformative journey towards a purpose-filled financial life!

Course Curriculum

6 Chapters · 24 Lessons

  1. 1

    Introduction to Dorm Room to Dream Home: Winning Strategies in Your Personal Finance Journey

    1. (Included in full purchase)

      Pre-Course Survey: Mirror, Mirror on the Wall… Who Am I Financially After All?

    2. (Included in full purchase)

      Welcome to Dorm Room to Dream Home!

  2. 2

    💎Chapter 1 -Know Thyself, Grow Thyself!

    1. (Included in full purchase)

      Lesson 1: Who Are You? Your Money Identity

    2. (Included in full purchase)

      Lesson 2: Activity - Mirror Check - Know Thyself, Grow Thyself

    3. (Included in full purchase)

      Lesson 3: The Actions of Money - Your Current Behavior Inventory

    4. (Included in full purchase)

      Lesson 4: Quiz - Reality Check

    5. (Included in full purchase)

      Lesson 5: Activity - Vision Key Wrap Up

  3. 3

    💎Chapter 2 - First Place - Money Grace: Paychecks to Credit Scores

    1. (Included in full purchase)

      Lesson 1: The Power Couple: You and Your Goals

    2. (Included in full purchase)

      Lesson 2: Activity - Are you SMART or BOLD?

    3. (Included in full purchase)

      Lesson 3: "Swipe Right" on Your First Financial Floor Plan

    4. (Included in full purchase)

      Lesson 4: Activity Swiping Right on Your New Life

    5. (Included in full purchase)

      Lesson 5: Vision Key Wrap Up

  4. 4

    💎Chapter 3 - Second Place - Grown Up Space: Power Saving & Budgeting

    1. (Included in full purchase)

      Lesson 1: The Financial Security Mansion

    2. (Included in full purchase)

      Lesson 2: Your Financial Security Has a Home!

    3. (Included in full purchase)

      Lesson 3: The Power of Your Saving Buckets!

    4. (Included in full purchase)

      Lesson 3: Quiz - Reality Check!

    5. (Included in full purchase)

      Lesson 4: Vision Key - Know Your Numbers - The Cash Flow Budget

  5. 5

    💎Chapter 4 - Third Place - Wealth Chase: Exploring Wealth and Starting to Invest

    1. (Included in full purchase)

      Lesson 1: Exploring Wealth and the Starting to Invest

    2. (Included in full purchase)

      Lesson 2: Beyond the Check - Owning the Wealth Game

    3. (Included in full purchase)

      Lesson 3: Your Profile as an Investor?

    4. (Included in full purchase)

      Lesson 4: Retirement May Seem Far Awayyyyy!

    5. (Included in full purchase)

      Lesson 5: Quiz - Reality Check!

    6. (Included in full purchase)

      Lesson 6: Vision Key Wrap Up!

  6. 6

    💎Chapter 5 - Home Sold! Faith & Forward Motion

    1. (Included in full purchase)

      Lesson 1: Closing Lesson - Where Your Finance Meets Faith Pillars

Ready to Take Control of Your Finances?

Enroll now to start your journey towards personal finance, financial confidence and clarity!

Enroll Now