Family Legacy Program

Build Knowledge That Outlives You

A 12-week family financial education experience designed for adults and youth to learn practical financial concepts together and create stronger family financial habits.

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Program Structure

Financial education for the household

12 Weeks

A structured progression from financial awareness to a family legacy plan.

Adult + Youth Education

Adult enrollment includes financial education for up to two eligible youth.

Practical Assignments

Age-appropriate adult, youth, and family actions designed to turn education into habits.

12-Week Curriculum

The Family Legacy Journey

WEEK 1

The Financial Awakening

Build the family's starting financial snapshot and define what financial stability means for your household.

WEEK 2

Budgeting & Cash Flow

Build a household spending plan that reflects priorities instead of reacting to bills.

WEEK 3

Banking & Emergency Reserves

Understand checking, savings, fees, account safety, and the role of emergency reserves.

WEEK 4

Credit Education & Reports

Learn what credit reports contain, how scoring differs, and why payment history and balances matter.

WEEK 5

DIY Credit Fundamentals & Consumer Awareness

Learn responsible self-review, documentation, consumer rights, and the difference between inaccurate information and accurate negative history.

WEEK 6

Saving & Investing Foundations

Connect goals, time horizon, diversification, compounding, and risk.

WEEK 7

Trading, Risk & Market Education

Understand investing versus active trading, including risk and the possibility of loss.

WEEK 8

Cryptocurrency & Digital Assets

Understand digital assets, wallets, volatility, security, and scams.

WEEK 9

Protection, Insurance & Identity

Protect income, property, identity, and the household financial plan.

WEEK 10

Auto, Loans & Home Readiness

Evaluate borrowing based on total cost, affordability, and long-term impact.

WEEK 11

Earning, Business & Funding Education

Explore income growth, entrepreneurship, business fundamentals, and responsible funding readiness.

WEEK 12

Build the Family Legacy Plan

Turn twelve weeks of education into a repeatable family financial system.

Enrollment

Family Legacy Program

$999

Full program tuition. An initial enrollment option of $550 with a remaining $449 balance is also available. Additional youth beyond the two included with adult enrollment may be added for $100 each.

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Education Disclosure

Build knowledge. Build habits. Build legacy.

Family Legacy is an educational program and does not guarantee credit-score changes, investment returns, funding approvals, or specific financial outcomes.

Pinnacle Strategy Enterprises

Pinnacle Strategy Enterprises
Climbing Higher. Building Wealth.