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I have a desire to be generous with my time, money, and resources

I own or have a partnership interest in one or more businesses

I own one or more real estate properties other than my current residence

My savings and investments are more than 3 times my household income

I am married or making financial decisions with another person

My household income is $200,000 or more

My household income is $400,000 or more

I have no personal debt or loans outstanding (other than a mortgage) - This excludes business debt

I don’t enjoy the topic of finances and am worried about money

I feel like finances are a positive and exciting topic with opportunities for me and my family

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