🖥 Click here to view the Zoom recording with full transcript and chat messages.
🔐 Passcode: 9D*d1FfM

We’re kicking off the new year with not just one but three experts: a Certified Financial Planner (CFP), an Accredited Financial Counselor (AFC), and a Financial Therapist.

​

The goal? To refresh your understanding of 3 key numbers from a first-gen lens that can shift the way you set your 2025 financial goals:

• ​Your Needs—what it takes to keep the lights on and life running.

• ​Your Nextras—the extra you can put toward whatever you want next: to save, invest, or guilt-free splurge.

• ​Your Net Worth—your capacity for legacy-level impact, for the next generation or your lifetime.

​You may already be familiar with these numbers (or dreading the thought of looking directly at them), but typical financial advice doesn't cover the nuances that can change these figures for many first-gen folks — like caregiving, making room for financial activism, or having untraditional money goals.

​That's where our experts come in: To demystify the process, reframe the dread from a first-gen lens, and show how knowing your numbers can bring clarity, relief, and room for more joy—even in turbulent times.