Our Services

Private sessions for individuals or groups ready to stop feeling lost and overwhelmed about money. Students set up culturally resonant money management systems designed to achieve their personal goals, honor their cultural values, and build lasting wealth.

Group Sessions

Sessions are customized to fit the group’s goals for the event. Our most popular group session is an hour-long, hands-on workshop titled "Designing a Values-Based Money Plan for Lasting Wealth.

For group workshops and presentations, click “Get in touch.”

One-on-one Sessions

Students choose from one-time sessions or multi-session coaching. All students are introduced to FirstGenLiving’s signature money management system. Otherwise, each session is tailored to the needs and goals of each student.

One-on-one coaching is offered through a Power Hour and the CLEAR program. Details below.

To financially succeed, first-generation professionals need more than just the money basics. They require guidance on how to balance financial planning with family and cultural expectations. However, traditional financial advice falls far short of that, painfully alienating many first-gen professionals early in their journey.

Culturally Resonant Financial Education

Connect with your audience by bringing in a speaker who understands the unique challenges they are facing — and unique opportunities they could be missing out on. All speaking engagements are customized to fit your group’s goals for the event.

Popular speaking formats include keynotes, panels, and fireside chats. Past clients include Yale University, Sony Music Entertainment, J.P. Morgan Wealth Management, #WeAllGrowLatina, and QuestBridge. Media appearances include CNBC, Money Magazine, Univision, the V Interesting with V Spehar podcast, and the Exactly Amara podcast.

For speaking engagements, click “Get in touch.”

The FirstGenLiving online community is made up of over 260,000 ambitious first-gen professionals eager to maximize their money.

If you have a tool that could make it easier for the first-gen community to navigate their money, career, or lifestyle and are interested in exploring a potential partnership on Instagram or TikTok, click “Get in touch.”