Step 4 -Get a "Check In Chum"
- Leslie Lewis (she/her)
- Apr 25, 2023
- 1 min read
Updated: Apr 21
Step 4 in the MGB Investing Starter Kit process is to get what we call a Check In Chum.
Watch this video to get more info!

Get a Check in Chum!
Here's a sample text you could send to your potential Chum:
Hi friend! I took a class on investing, and the teacher suggests getting a ‘Check In Chum’- a buddy interested in increasing their financial fluency. Might you be interested in hearing more about this?
Do you already have a 'financial fluency' friend to bounce investing ideas off of? If not, would you consider getting one? Let me know in the comments! And as always, thanks for reading this!
Edit April 2025:
We have amended the steps and also how we teach class. Getting a Check in Chum can be so challenging that it is now ALL of step 4, and is also tool 4.
Also, if you don't want to wait for the next workshop to happen, you can buy the self-study course by clicking HERE.
Quick Links: Step 1 in the MGB Investing Starter Kit process is HERE Step 2 is HERE --Keep a Digit Tally, like You Need A Budget! Step 3 is HERE What is Investing? is HERE What is The MGB Investing Starter Kit? is HERE Sign up for the waitlist to get an investment account with us HERE
To register for the next workshop, click HERE
So sorry I didn't see this until now, but I am so glad to hear that you're putting this into practice! If you see this, please let me know how it's going? It's a wild time in the market, but if you've been doing the steps, hopefully you're having a smoother ride?
Thanks for posting! Hi to you and your Check In Chum!
Hi Leslie,
My friend and I sat in on your session at the Harvard Black Alumni conference a few weeks ago. I just want you to know we both left encouraged and recommitted to building our financial futures. We will have our second check in chum meeting tonight! Thank you again for sharing your insight and passion for building wealth with us. 😊