Core Modules

Eleven lessons. One family.

Each module stands alone or stacks into a complete series. Pick what fits your group, we'll bring the rest.

Cousin AJ character portrait
Module 01

Ages 10–17 · Foundation

Cousin AJ

Earn, Save & Banking Basics

Cousin AJ helps youth understand how money comes in, where it goes, and how to give every dollar purpose.

  • Needs vs. wants
  • Reading a paycheck stub
  • Every dollar gets a job
  • Spend / save / give system
Big Sis character portrait
Module 02

Ages 18–24 · Transition

Big Sis

First Apartment Budget

Big Sis walks students through the real cost of moving out, from deposits to utilities to shared expenses.

  • Full cashflow budgeting
  • Move-in sinking funds
  • Bill calendar planning
  • Avoiding credit-card bridging
Big Bro character portrait
Module 03

Ages 25–35 · Building

Big Bro

First Car: Need vs. Status

Big Bro breaks down the real cost of owning a car and helps students avoid the most common financial pitfalls.

  • Total cost of ownership
  • Insurance-first pricing
  • Cash vs. finance vs. lease
  • Function over status
Cousin Quy character portrait
Module 04

Ages 30–45 · Homeownership

Cousin Quy

First Home & Wealth Blueprint

Cousin Quy shows how to balance career growth, retirement savings, and a first home purchase, so homeownership becomes a blessing rather than a burden.

  • Credit & mortgage readiness
  • Down payment vs. emergency fund
  • Balancing retirement & homeownership
  • Buying without draining liquidity
Aunt Shell character portrait
Module 05

Ages 50–65 · Pre-Retirement

Aunt Shell

Peak Earning to Retirement

Aunt Shell guides peak earners through the last working years, turning the final stretch into a confident, protected retirement.

  • Pre-retirement optimization
  • Sequencing debt, savings & investing
  • Downsizing & fixed costs
  • Supporting adult children with boundaries
Uncle Pop character portrait
Module 06

Ages 60+ · Legacy & Protection

Uncle Pop

Retirement & Asset Transition

Uncle Pop covers planning what transfers to who, when, and how, keeping agreements in writing and the family out of probate chaos.

  • What transfers to who, when & how
  • Avoiding probate chaos
  • Formalizing documents
  • Helping family without draining assets