Finance Unfiltered: An 8 week course to Building Wealth
Become your own financial expert.
Enroll NowThis course is live!
Don't Just Survive. Thrive.
The Finance Unfiltered course will cut through financial jargon and provide actionable steps and simple guidance to start putting your money to work. No IG inspirational fluff or complex strategies, just straightforward information to help you understand financial products, make better money decisions and get a hold of your money. No "get rich" schemes, no silly promises, this is the course for those that are ready to make some serious money moves.
No Shame in the money game
Wether you are just getting started with you career and want to make sure you are on the right track or you made some money mistakes and want to hit reset, this course is for you.
Made some money mistakes, feel overwhelmed or don't know where to start? Don't worry, we got you. No matter your income, or where you are starting, this course will teach you the fundamentals for building wealth.
What will I lean in this course?
You will walk away being your own money expert and an action plan for building wealth on your terms.
Week 1: Get Organized (Marie Kondo Your Finances)
Week 2: Financial 360 (Where are you at and where do you want to go and what's your Net Worth)
Week 3: Budgeting & Emergency Savings
Week 4: Managing Your Credit & Debt (credit reports, credit score, consolidation, and getting to 800)
Week 5: Managing Student Debt (understanding pay-off plans, consolidation options, long-term strategies)
Week 6: Understanding Your Path to Financial Freedom (a.k.a. Retirement)
Week 7: Putting Your Money to Work (Investment strategies and 529 plans)
Week 8: Insurance and Protecting Your Assets
Bonus topics include taxes 101, buying a home, leasing and more.
+ Plus Resource Guides, Worksheets, and Tools
Your Instructor
Ramona Ortega is the CEO & Founder of My Money My Future and former Entrepreneur in Residence with Azlo, a BBVA backed small business banking platform.
Ortega is an influential thought leader, speaker, and expert in fintech and personal finance for millennials and champion of financial inclusion.
Ortega is a serial entrepreneur with over two decades of leadership in the public and private sectors. In 2016, Ortega founded My Money My Future (MMMF), a digital personal finance platform that helps millennials manage their money with confidence. MMMF is the first fin-tech platform to focus on the particular needs of a new diverse generation. The Money Made Simple is an online platform for underserved millennials and Gen X-ers. It helps users manage personal finances, set savings and investment goals and offers personalized money guidance.
Prior to leading My Money My Future, Ortega was a corporate attorney in New York where she worked on complex securities litigation. During law school she interned at the Asset Management Unit of the U.S. Securities and Exchange Commission where she focused on the implementation of Dodd-Frank and regulation of private funds and also worked with the U.S. Bankruptcy Court, S.D.N.Y. Prior to her law career, Ortega worked internationally advocating for economic human rights and was a delegate to several United Nations summits and authored numerous reports on issues of economic security, social policy and the law.
Ortega is an Angel investor and expert in equity crowdfunding and contributor to TechCrunch and Huffington Post on issues of law, tech and diversity. She is on several national advisory boards, including Village Capital and Latino Startup Alliance. Ortega has been featured in Forbes, CNN, TechCrunch, American Banker, Banking Innovation, NPR, Latina Magazine, Cosmopolitan Magazine and La Opinion.
Ortega has a B.A. from the University of California, Los Angeles and a J.D. from Fordham University School of Law.