BusinessHub HRCenter CareerPath Veterans Pathway BPA-Pro

Priya S

Weekly huddles and the repair scripts changed our evenings. Fewer repeat arguments, more honest check-ins, and my kids now name feelings without melting down. It’s practical, short, and it actually stuck for our family.

Marcus

As an operations manager, the one-word check-ins and feedback framework smoothed tense meetings. Projects move faster, fewer misunderstandings, and my team says work feels calmer without losing standards. SEL made accountability easier, not softer.

Carmen

Steady in the Storm gave me something to do in the moment. The reset steps and language for repair helped my foster son feel safe enough to talk. Fewer blow-ups, quicker recovery, more trust.
 

Working with a Financial Advisor

Cut confusion. Choose the right advisor with a clear, step-by-step approach. Start today with confidence.

What you’ll get:

  • Clarity on advisor types and compensation (who does what, who gets paid how).

  • A simple process to shortlist, interview, and select the best fit for your goals.

  • High-impact questions and meeting prompts to align expectations, fees, and responsibilities.

Details & disclaimer: Immediate access. Educational content only—not individualized financial advice. BrightPath Academy is not a broker-dealer or RIA. Consult a licensed professional for personal recommendations.

Working with a Financial Advisor - Mini Course

  1. Understanding Financial Advisors

    3 lessons
    1. Roles of Financial Advisors
    2. Choosing a Financial Advisor Without Getting Fleeced
    3. Credentials of Financial Advisors

  2. Building a Productive Relationship

    3 lessons
    1. Setting Financial Goals
    2. Asking the Right Questions
    3. Maximizing Meetings with Your Advisor

  3. Financial Strategies & Decision-Making

    4 lessons
    1. Retirement Planning
    2. Investment Strategies
    3. Risk Management
    4. Final Lesson: The Smart Investor’s Playbook

  4. Mastering Your Financial Strategy

    1 lesson
    1. QUIZ: Mastering Your Financial Strategy

Explore More Courses

Strategic Empathy: Navigating Leadership and Success - limited access

Leadership course developing emotional intelligence, perspective-taking, and conversation skills, translating empathy into decisions, culture, and outcomes that strengthen instruction, supervision, and partnerships.

Free

Budget like a Boss: The Online Mini Course - limited access

You're one step closer to taking control of your money — for good. Budgeting Like a Boss is more than just a course — it’s a real-life financial reset.

Free

Family Reset - Parent/Child

The Family Reset Series Online Course gives you the flexibility to learn at your own pace while keeping the power of connection alive. Whether you choose to: Complete it entirely as independent study Join our weekly parent-child connection sessions Or participate in group sessions with other families …this course provides all the tools, guidance, and structure you need for real change.

$49.99 USD