Financial Education That Meets You Where You Are.
Whether you’re starting from zero, building your first portfolio, or trying to make sure your children never have to start over — we have a program for your season of life.
Most financial education was built for people who already have money. LIFT Generations was built for the rest of us — the working families, the first-generation investors, the parents who want to do better for their kids than was done for them. Our programs are practical, accessible, and designed for real life. No prerequisites. No shame. Just progress.
LIFT 101: Money Basics for Real Life
“Before you can build wealth, you have to stop bleeding it.”
Who it’s for: Adults who are ready to get honest about their finances and build a real foundation — whether you’re starting fresh, starting over, or just starting late. It’s never too late.
What you’ll learn:
- How to build a budget that you’ll actually stick to
- How credit really works and how to use it as a tool instead of a trap
- The difference between good debt and bad debt
- How to build your first emergency fund
- How to stop living paycheck to paycheck — for good
Format: Self-paced online course | Workbook included
LIFT 201: From Paycheck to Portfolio
“Your job pays the bills. Your investments build the future.”
Who it’s for: You’ve got the basics down. You’re not drowning anymore — but you’re not building either. This program is for the person who’s ready to make their money work instead of just working for money.
What you’ll learn:
- How the stock market actually works — and how to get in without the guesswork
- The power of index funds and ETFs for long-term wealth
- How to open and maximize a Roth IRA or 401(k)
- The fundamentals of real estate investing
- How to create multiple streams of income that don’t require you to be awake
Format: Self-paced online course | Community discussion included
LIFT 301: Building What You Leave Behind
“The greatest gift isn’t what you leave them. It’s what you teach them.”
Who it’s for: Parents, grandparents, aunts, uncles, and community leaders who are thinking beyond themselves. This program is about making sure that what you build doesn’t disappear when you’re gone.
What you’ll learn:
- Estate planning in plain English — wills, trusts, beneficiaries, and why every adult needs them
- How to talk to your children about money at every age
- How to pass down assets AND the knowledge to protect them
- Life insurance as a wealth-building tool
- How to raise the next generation with an ownership mindset
Format: Self-paced online course | Family discussion guides included
LIFT Jr.: Money Moves for the Next Generation
“The earlier you learn, the longer your money works for you.”
Who it’s for: Teens and young adults ages 13–25 — and the parents and mentors who want to give them a head start nobody gave us.
What you’ll learn:
- How money actually works — spending, saving, earning
- First jobs, first paychecks, first budgets
- Understanding credit before you need it
- Introduction to investing — starting at 16 can change everything
- Entrepreneurship: turning skills into income
Format: Self-paced online course | Youth-friendly workbook | Parent companion guide
Not sure where to start?
Take our free 2-minute assessment and we’ll point you to the program that fits your life right now.