Classroom · Financial Literacy / Legacy

When You Interact You LEVEL UP!

Every post, comment, and like earns points that move you up a level here. Leveling up unlocks deeper content and access for you — but it also encourages everyone around you to keep going. Your comment might be what keeps someone from quitting. Moving from Financial Literacy into Enlightened Investing is an intentional process. So don't just scroll — engage, and help others level up too.

Take The Turn The Page Challenge

Tracy started a new Turn The Page Bible for Hazel and I thought this was a beautiful idea. There is a Generational Architecture to our faith. This is about the importance of what we are passing along to generations coming after us. The Turn The Page Challenge is a very practical and simple way to give an expression of your faith into the lives of people you'll never live to meet.

Trump Account

$1,000 is available for any child born 2025-2028 by filing for a Trump Account. Some children are eligible for $250 charitable deposit funded by the Michael & Susan Dell Foundation.

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Funds I Like

Here's a look at how some of the most common index funds performed over 12 months. These are the kinds of low-cost, broadly diversified funds we talk about in Enlightened Investing — no stock-picking, no guesswork, just owning a slice of the whole market. My financial coaching and biblical stewardship principles should not be considered as licensed financial advice. For decisions specific to your situation, pair this with a conversation with a qualified advisor.

Dividend Investments

Dividend funds are different from growth-focused investing. You can invest in funds that actually pay you as part of their purpose in an income-producing portfolio. Listing some of the funds I personally keep an eye on.

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Intake Assessment

When you're ready to make strategic progress: The Intake Assessment gives a full-picture snapshot across four connected areas: Spiritual, Relational, Financial, and Generational — translated into a Four-Quadrant Scorecard. It reveals your baseline, any potential blind spots, and creates a shared language so coaching is strategic, not generic. We'll walk through your results together, prayerfully, and identify exactly where to begin to make progress strategically.

The SPIRIT of the MIND

There is a spiritual battle taking place! We must engage on both spiritual and practical levels! Kingdom advancement has to do with more than just getting the practical side of our finances right.

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Your Gift Assessment

Discover how God wired you in 15 minutes. Answer 8 honest questions with Claude AI and get your core wiring, natural gifts, Motivational Gifts (Rom 12), Ministry Gifts (Eph 4), and Spiritual Gifts (1 Cor 12) — plus one way to deploy them in your five-foot circle this week. Not a replacement for prayer or community — a starting point for both. Grab the prompt card and try it.

Change Is A Process Not An Event

It’s time to break into new dimensions of life and freedom. You can experience a turnaround! After a lion is caged long enough he doesn’t even believe he’s a lion any more. Whatever has confined you in your life can only hold you captive if you continue to allow it to confine you. It is time for change.

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Exploring Side Hustles (Increasing Your Income)

Seven simple questions, no business plan required. In 10–15 minutes, uncover 2–3 realistic side-income ideas already hiding in your everyday skills and reputation, plus the one that fits you best right now and one concrete step to test it this week. No wrong answers — only what's already inside you.

Deeper More Meaningful Life

God wants your life to be awesome and that's the truth. But this truth comes with a trick. God doesn't want you to pursue an awesome life for yourself. He wants you to provide an awesome life for others and that's what will make your life awesome! Life isn't about having the most of what we want. Life is about making the most of what we have!

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Online Budget Tracker

This is an easy to use online resource for you to track your spending. A budget is the layout of your priorities on paper. Money never lies about what we love. Scan receipts and log expenses in seconds.

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Retirement Planning: Your Guided AI Conversation

Retirement planning feels overwhelming — a wall of numbers and the fear of finding out you're behind. This tool flips that. Download it, upload it to Claude or ChatGPT, and it walks you through your real picture one question at a time: your numbers, your strengths, a Green/Yellow/Red pace check, real strategy options, your biggest gaps, and 3-5 next steps for the next 30 days. Clarity first. Decisions second — before your next talk with an advisor.

Religious Confusion - Distracted Ambition

Opportunities are distractions if they're not assignments. God designed us to experience pleasure, but he never intended for us to make pleasure our priority in life. When happiness becomes your priority, it escapes you. We are designed to worship God, and God alone. Self-fulfillment as a focus becomes an expression of self-worship, robbing us of our joy.

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Your Investment Strategy, Unlocked

The member-exclusive guide to understanding the funds we help manage, and finding the strategy that fits your financial life.

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Personal Financial Readiness Assessment

Your 30-minute Financial Clarity Session is here. Upload this to Claude or ChatGPT and it walks you through the full Enlightened Investing framework — your mindset, your real numbers, and a Green/Yellow/Red readiness to invest assessment — then hands you a personalized roadmap to Activate, Automate, and Accelerate.

Find Your $25 (5-Minute Preview)

Ever wonder where $25 a month is quietly slipping through the cracks of your budget? This is a quick, no-pressure way to find out — no spreadsheets, no guilt, just a few honest questions. Copy the block below into Claude or ChatGPT and let it walk you through it. Takes about 5-10 minutes. This is just a taste — the full "Find Your $25" session covers 10 ways to free up cash and ends with a written plan you can actually use. This preview will point you to it when you're done.

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Spiritual Development - One Hour

Enlightened Investing involves discerning as much as it involves decision making. In this course you will spend about an hour interacting with A.I. In that time you will develop a greater understanding on where you are spiritually so you can begin making strategic progress to a deeper place in the Lord.

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Spiritual Development - Two Week Project

Enlightened Investing involves discerning as much as it involves decision making. In this course you will spend about two weeks interacting with A.I in a process of interaction and communication. In that time you will develop a greater understanding on where you are spiritually so you can begin making strategic progress to a deeper place in the Lord.

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Fixing Your Finances! AI Help.

Most people know they should get their finances in order, but don't know where to start. This pack gives you 5 ready-to-use AI prompts covering a money audit, wealth plan, cash flow redesign, money-leak finder, and debt payoff strategy. Paste in your own numbers and let AI build your plan in minutes. It's not a replacement for wise counsel, but it's a powerful first step toward stewarding well what God has entrusted to you.

Unlock at Level 2

Congratulations! You Leveled Up!

Liking posts and commenting will earn you points to level up further and unlock more helpful resources.

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🔓 Level Up To Unlock Financial Identity Prompt

Your Financial Identity — six rapid-fire questions, no numbers required. Find out in under 7 minutes whether you're the Guardian, Builder, Giver, or Adventurer, plus your real strength, your blind spot, and one growth step made just for you. No wrong answers — only real ones.