Family, Finance & Future: Step Into Your Power as the Household CFO

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Family, Finance & Future is powered by a strong collaboration: JPE Health & Wealth Advocates helps women balance health and wealth, WSB (World System Builder) is on a mission to educate 30 million people by 2030, and NBMBAA (National Black MBA Association) is dedicated to bridging the financial confidence gap for families and communities. Take the first step by completing the intake form below to show your interest.

The FFF Framework

Family

Start with what matters most. Your values, your household goals, and the future you want to create together.

Finance

Get clear on budgeting, debt, savings, protection, and smart money habits without overwhelm.

Future

Build with intention. Think legacy, long-term care, retirement, and the next generation.

90-Day Action Plan

  • Month 1: Get Clear — List your income, bills, debt, and top 3 family priorities.
  • Month 2: Get Organized — Create a simple budget, automate savings, and choose a debt payoff strategy.
  • Month 3: Get Future-Ready — Review protection, update important documents, and strengthen your long-term plan.

You do not need to do everything at once. You just need a plan and the courage to start.

Scan to Register

Ready to become the Household CFO your family needs?

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https://forms.gle/fmg1CgyzL4hLe2hZ6

About the Author

JPTXROSE

Jacqueline “JPE” Primrose is the founder of JPE Health & Wealth Advocates, where she helps individuals balance health and wealth through a holistic approach to personal wellness and financial well-being. With a background spanning insurance, financial education, and community advocacy, she works with professionals across healthcare, tech, real estate, and insurance to better understand their relationship with money and build sustainable strategies for growth. Jackie is especially passionate about helping women prepare for their next chapter with clarity, confidence, and alignment.

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