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Resource Library
Curated guides, masterclass recordings, and financial tools — everything you need to build wealth with intention and lead with clarity.
"Your financial future is not a matter of luck or lineage — it is a matter of decision and discipline."
Workshop Curriculum & Worksheets
Full curriculum, outcomes, agenda, and worksheets for the Personal Net Worth Audit & Financial Baseline Session. Includes Asset Inventory, Liabilities Inventory, and Gap Analysis worksheets.
View CurriculumComplete curriculum for the Salary, Contracts & Knowing Your Worth workshop. Includes Market Research Worksheet and Negotiation Preparation Brief.
View CurriculumFull workshop curriculum on understanding, rebuilding, and leveraging your credit score. Includes Credit Report Analysis Worksheet and 12-Month Credit Roadmap.
View CurriculumValues-based budgeting framework curriculum. Includes Values Clarification Worksheet and complete Monthly Budget Builder using the Triverre Allocation Method.
View CurriculumEstate planning workshop curriculum covering wills, trusts, and beneficiary designations. Includes Legacy Inventory Worksheet and Legal To-Do Action Plan.
View CurriculumInvestment education curriculum navigating bias and building wealth. Includes Investment Readiness Assessment and Personal Investment Policy Statement.
View CurriculumPresentation and pitching skills curriculum for entrepreneurs, professionals, and leaders. Includes full Pitch Architecture Builder worksheet.
View CurriculumSignature workshop curriculum linking emotional boundaries to financial protection. Includes the full Boundary Audit Worksheet covering financial, time, and energy boundaries.
View CurriculumTriverre Alchemy Process curriculum for transforming adversity into strength. Includes the Pressure to Power Narrative Worksheet and Presence Statement exercise.
View CurriculumImposter syndrome dismantling curriculum with neuroscience foundation. Includes the Evidence File Worksheet and Pattern Interrupt Script.
View CurriculumFoundational identity and money story curriculum. Includes Money Story Excavation Worksheet and Wealth Identity Statement.
View CurriculumBurnout recovery and sustainable productivity curriculum. Includes Rest Deficit Assessment and 3 Non-Negotiable Rest Rituals worksheet.
View CurriculumDownloadable Guides
A comprehensive 20-page workbook to help you design a budget aligned with your vision, values, and wealth goals.
Download FreeStep-by-step guidance on setting up trusts, wills, and estate plans that protect your legacy for generations.
Download FreeAn accessible introduction to stocks, index funds, and real estate investing — written for women starting from zero.
Download Free30 days of guided prompts designed to dismantle money blocks and rebuild your financial self-worth from the inside out.
Download FreeA polished virtual background for Zoom, Microsoft Teams, and Google Meet — branded with the Triverre Institute identity. Download and upload to your video conferencing app's virtual background settings.
Download FreeVideo Sessions
A powerful 45-minute session from our Q4 2025 Sovereign Luncheon keynote on building financial resilience alone.
Watch NowThree investors share how they built multi-property portfolios, the mistakes they made, and what they'd do differently.
Watch NowScripts, mindset tools, and real examples for negotiating your compensation — unapologetically.
Watch NowFrom 580 to 780 in 18 months — a member-led session on exactly how she repaired and built elite credit.
Watch NowFinancial Tools
Connect all your accounts and get a real-time view of your spending, savings, and net worth in one dashboard.
Visit ToolHolistic financial planning with investment analysis, retirement projections, and advisor access.
Visit ToolCompare financial products — credit cards, mortgages, investment accounts — curated with no bias.
Visit ToolRound up everyday purchases and invest the spare change automatically. Perfect for beginners building a habit.
Visit ToolInstitute Resources
Explore all 14 modules across the Pearl, Diamond, and Rose paths — with activities, real stories, and reflection prompts for each age group.
View CurriculumFamilies enrolling more than one participant receive 20% off each additional enrollment. Discount applies automatically when using the same guardian email at checkout. Families enrolling multiple participants receive 20% off each additional enrollment.
Learn MoreThree age-appropriate stages: Pearl (12–14), Diamond (15–17), and Rose (18–21). Enroll individually or as a complete bundle.
Explore PathsEach path includes a capstone project and a branded certificate upon completion — the Pearl Spark, Diamond Builder, and Rose Leader certificates.
View DetailsComplete Alchemy Journey
All Three Stages · Ages 12–21
All three stages — Pearl, Diamond, and Rose — for the full transformational journey from ages 12 to 21.
Institute Faculty Resources
Discovering Your Spark™
Complete faculty and mentor guide for facilitating the Pearl Path — all 6 modules with learning objectives, student activities, age-appropriate facilitation notes, discussion guidance, assessment checkpoints, and capstone essay review criteria. Includes parent/guardian involvement guidance.
Building My Treasure™
Complete faculty and mentor guide for facilitating the Diamond Path — all 4 modules with learning objectives, student activities, age-appropriate facilitation notes, discussion guidance, assessment checkpoints, and capstone essay review criteria. Includes monthly group coaching call guidance.
Leading with Grace™
Complete faculty and mentor guide for facilitating the Rose Path — all 4 modules with learning objectives, student activities, facilitation notes, discussion guidance, assessment checkpoints, cohort facilitation guidelines, and capstone essay review criteria. Includes cohort dynamics, real-time feedback protocols, and peer-to-peer structures unique to this instructor-led path.
Faculty Resources
Complete faculty guide for facilitating the Pearl Path — all ten modules with learning objectives, student activities, facilitation notes, discussion guidance, assessment checkpoints, and capstone essay review criteria.
Complete faculty guide for facilitating the Diamond Path — all five modules with learning objectives, student activities, facilitation notes, discussion guidance, assessment checkpoints, and capstone essay review criteria.
Complete faculty guide for facilitating the Rose Path — all six modules with learning objectives, student activities, facilitation notes, discussion guidance, assessment checkpoints, cohort facilitation guidelines, and capstone essay review criteria. Includes cohort dynamics, real-time feedback protocols, and peer-to-peer structures unique to this instructor-led path.
Position Descriptions
Interactive Tool
See what consistent investing can do for your future. Adjust the sliders and watch your wealth grow.
Total Value
$108.2K
Contributed
$49.0K
Growth
$59.2K
* For illustrative purposes only. Actual returns vary. Consult a licensed financial advisor before investing.
Growth Projection Over 20 Years
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