10 Smart Money Milestones

10 Steps to Build a Strong Financial Foundation and a Lasting Legacy

Apriem Advisors’ 10 Smart Money Milestones is a step-by-step video series guiding you through essential financial strategies. Each milestone builds your knowledge and decision-making skills. Completing the series helps ensure you can live financially free and support a lasting multigenerational legacy.

working men
Chief Wealth Manager

Who is this series for?

  • Anyone seeking a structured, step-by-step path toward financial freedom and a lasting legacy

  • People who want to strengthen their financial security

  • Anyone looking to take control of their finances and make smarter money decisions

FOUNDATIONAL MONEY VIDEO
SMART MONEY FOUNDATION VIDEO
SMART MONEY MILESTONES
FOUNDATIONAL MONEY
SMART MONEY FOUNDATIONS

 

“Congratulations on reaching the final step of the 10 Smart Money Milestones! If you haven’t reached all ten yet, that’s perfectly okay—we’re here to guide you every step of the way, and if you have, welcome to the start of true financial freedom!”

-Chris Whitaker, AIF®, CFP®, Chief Wealth Manager