It’s an enjoyable and engaging financial education program designed by TDC Investment Advisory to get high school students, college students, and young adults on the “right trak” to understanding the fundamental foundations of wealth.
Many obstacles are standing in the way of American’s reaching their long-term financial goals. Credit card debt, student debt, and spending more than what’s being earned, just to name a few. We believe the underlying problem is a lack of financial understanding and education that should be learned early. The results of these missing skills are staggering:
Source: The Motley Fool. The Percentage of Americans with Less Than $1,000 in Savings Is Shocking.
Source: Northwestern Mutual. Planning and Progress Study 2019
Source: Northwestern Mutual. Planning and Progress Study 2020
We believe financial learning should be easy, fun, and engaging. RightTrak makes the complex simple and enjoyable through a customized learning experience, including games, assignments, videos, quizzes, scenarios, and more. Learn the essentials of spending, saving, budgeting, investing, and more through a beautiful user experience that can be taken anytime, anywhere.
A variety of interactive gameshows have been developed to keep knowledge checks fun and exciting.
Graphical information is presented through dynamic imagery to enhance knowledge retention and recall.
Live-action, animated, and lightboard video content encourages multi-sensory learning and understanding.
Help real-life characters in a multitude of scenarios think through and solve complex financial situations.
Each lesson will culminate with a final knowledge check each learner must pass to move on to the next course.
Learners who successfully complete all fourteen lessons will earn their RightTrak completion certificate.
Our customized classes teach the fundamental foundations of wealth, including budgeting, banking, credit cards, insurance, investing, taxes, and much more.
Classes go far beyond its content. We push learners to retain important fundamentals with “how-to” guides, helpful checklists, and many other essential financial planning items.
Begin to apply lessons learned to your financial life – start separating ‘needs’ and ‘wants,’ implement helpful savings practices, and begin to invest for your long-term financial future.
Our core curriculum concentrates on the four fundamental foundations of wealth we believe are critical to developing good financial habits. By learning and living these lessons, students can get on the “right trak” to a bright financial future.
“We believe the obstacle preventing many Americans from reaching their financial goals is a lack of financial education and understanding. RightTrak helps make learning these fundamentals at an early age easy and engaging, helping set the stage for a lifetime of financial independence and success.”
–Your RightTrak team
TDC Investment Advisory is a wealth management firm specializing nationally in services to help successful individuals, families, and business owners connect their wealth and purpose. We provide the advice, resources, and education our clients need so they can focus on what is most important in their lives. Our commitment to helping families be families is what set us on a journey to create RightTrak, so our clients’ next-generation can learn important financial lessons early and implement these best practices over a lifetime to help create true financial freedom.