Free workbook

The First-Gen Money Map

Find every dollar you have in 30 minutes.

If you're the first one in your family to have this kind of money, nobody handed you a map. Here's one. Four simple steps to see what you own, what you owe, what matters to you, and your one next step.

What's inside

Step 1: List what you have. Every account, every balance, and what you owe. A blank line is still progress.

Step 2: What it means. A plain-English cheat sheet for the words everyone at work seems to know.

Step 3: What matters to you. Money is only a tool. Get clear on what it's for.

Step 4: Your one next step. Not ten things. Just one.

Hi, I'm Shannon

I had the big job, the mortgage, the student loans, the daycare bill, and no idea what was going on in my 401(k). Nobody handed me the map either. I built wealth on a normal salary, retired early, and now I help first-generation women do the same. No judgment. No jargon.

You're not behind. You're first.