Our Offering

---

Start your journey with our engaging, one-hour training that breaks down the basics of financial literacy. We will help you understand the “why” behind saving and investing, so you can make confident, informed decisions about your financial future. 

Once you understand the importance of saving and investing, we will connect you with certified financial advisors who can help you take the next step. Together with your advisor, you will explore options for savings (like a high-yield savings account), investing (such as a brokerage account), and retirement planning (including a Roth IRA). Our goal is to make financial growth simple, approachable, and personalized. 

At Foundation First, we care about people first, finances second. Our team and partners are committed to earning your trust by being transparent, compassionate, and reliable every step of the way. We believe that meaningful relationships are the foundation of financial success. 

We are in this with you for the long haul. We want to build a partnership with you that lasts for years, hopefully even decades. We are confident that the longer we work together, the stronger and more secure your financial foundation will become. 

We believe financial confidence starts with clarity and practical steps. Our process guides you from understanding the basics to taking meaningful action—helping you build a strong foundation for lasting financial security. Click below to explore our process and see if Foundation First is the right partner for your financial journey. 

Financial literacy grows best with a community. That’s why we host free or low-cost workshops, both online and in person, on topics like budgeting, savings, first-time investing, and retirement basics. We also share easy-to-use tools and resources to help you stay on track and keep learning beyond our sessions. 

Have questions about our offerings? Want to take your first step towards laying a financial foundation with us? We'd love to hear from you!