Financial Literacy Pathway

Build the foundation. Grow with intention. Protect your legacy.

Empower Your Finances — One Step at a Time

The Luxe Financial Literacy Pathway is designed for individuals and families who want to take control of their money, improve their credit, build financial security, and protect their future. Whether you’re starting from scratch or elevating what you already know, this pathway is your roadmap to long-term wealth.

No matter your stage, there’s a path designed just for you.

Explore Your Financial Literacy Path

Foundation Path

Start Strong. Learn the Basics.
This free path is perfect for self-starters who want to build healthy financial habits from the ground up.

What's Included:

*Credit education and

Financial literacy resource

*Dispute letter templates

*Free access to Intentional Wealth Community

*Support: 1-1 Monthly session

Freedom Path

Rebuild. Regain Control.
Designed for clients actively working to improve their credit and financial outlook — with support you can manage at your own pace.

What's Included:

Everything in Essential Path Plus -

*Credit Monitoring

*Strategy Guide

*Budget Planner

Wealth Path

Build What Lasts.
Take the next step toward long-term financial growth. This path helps you plan, protect, and prepare to grow wealth responsibly.

What's Included:

Everything in Freedom Path Plus -

*Wills & Trust

*Access to 1 month of Paid Intentional Wealth Community

*Access to Business Credit Options

Legacy Path

Protect It All. Pass It On.
This is the most comprehensive path — ideal for clients ready to protect assets, eliminate debt, and build generational wealth.