Workbook
The First-Generation Wealth Builder
A Workbook for People Making More Money Than Anyone in Their Family Has Ever Made
You made it somewhere no one in your family has been. No one left you directions.
For the first-generation earner who crossed an economic threshold their family never reached and is navigating it alone.
The Name It First Experience
What do you owe the people who raised you? What do you do when your financial decisions affect people who have never earned what you earn and cannot understand why you are stressed? How do you hold wealth you were raised to distrust? The First-Generation Wealth Builder addresses the identity layer underneath first-generation wealth — the layer no financial advisor touches. The output is not a savings plan. It is Your Financial Sovereignty Manifesto.
You can opt into 30-, 60-, and 90-day check-ins from your account. We recommend you do — the point is to see what changed.
Sample questions
- What was the first financial decision you made that felt like you were building something — not just surviving?
- What do the people who raised you believe about money, and how much of that still lives in how you move through the world?
- What would it mean for you to be the last person in your lineage who struggles financially — and what does that cost you to carry?
Research basis
Klontz money script theory (scarcity, money avoidance, and status scripts disproportionately held by first-generation earners) / Bourdieu social and cultural capital (navigating class mobility and code-switching) / first-generation professional identity research (Stephens, Fryberg — institutional mismatch and identity threat) / Maslach burnout inventory applied to obligation over-extension and boundary collapse / Schlossberg transition theory (navigating economic thresholds without role models)
Choose your format.
Every format asks the same questions and produces the same document.
Print Paperbackpersonalize
A real book and a pen. Write in the margins. The most permanent version of you on a page.
$22.99
eBook + journal
The full guide on any screen, with a companion journal to write your answers by hand.
Not available
Audiobook
We read every question and every scenario aloud. For the commute, the walk, the dishes.
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Hardcoverpersonalize
The keepsake edition — sewn, ribboned, made to sit on a shelf and be returned to.
Not available
Digital Fill + membership+membership
Answer on screen. Your responses save as you go and assemble into your finished document.
$12.99
Hands-Free Interactive + membership+membership
Listen to each question and speak your answer. We capture it. You never touch a keyboard.
Not available
Everything packages
The Paperback Everything Package
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The Hardcover Everything Package
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The Premium Hardcover Everything Package
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Choose your pace.
The Essential path takes you to your finished document by the questions that matter most. The Full-depth path walks every question, every scenario, every angle. Both produce the same signed document — one just goes deeper on the way there.
Essential path
Shorter sessions. The questions that go directly to the document.
Full depth
Every question. Every scenario, every angle.
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