Free Resource
The Wealth Starter Kit
A step-by-step guide to building your first $100K. Account setup, investment priorities, and a 12-month action plan.
Most personal finance content tells you to "spend less and invest more." That's not a plan. The Wealth Starter Kit gives you the specific steps, in the right order, with account recommendations and realistic targets.
- Which accounts to open first — and where (with our picks for 2026)
- The priority stack for deploying every dollar: employer match → emergency fund → Roth IRA → beyond
- A 12-month net worth growth roadmap with monthly milestones
- The two financial products that have the highest ROI for most people in their 20s and 30s
- How to set up automated investing so your wealth grows without manual effort