FELLOWSHIP ARCHIVES
Financial UA History and Significant Dates
Financial UA origin: In the Summer of 1994, Lucian J. meets Jayant K. and teaches him how to combine "Think & Grow Rich" with 12 Step A.A. Recovery. This is the "Bill Wilson meets Dr. Robert (Bob) Smith moment" where Financial UA mirrors Alcoholics Anonymous and is considered the start of Financial UA. This meeting happened in Jessup, Maryland at Patuxent Institution. Lucian continued to sponsor Jayant for several years, as Jayant built his net worth, healed his work-ethic, became and remained employed, until he finally moved from Jessup to Baltimore, where he continued sponsoring other people using the 12 Steps and "Think & Grow Rich" -- the goal being to help recovering alcoholics and addicts, who were financially underearning, become both spiritually recovered and financially prosperous. Jayant began writing The Financial UA 12 Step Workbook while in Jessup, with guidance from Lucian and continued to refine the content for 20 years until the first edition was published by the Financial UA World Service Office in 2016, one year prior (in 2015) Financial UA was legally incorporated in the State of Maryland as a 501(c)3 non-profit and registered with the US IRS as a tax-exempt public charity.
Financial UA website initiated: May 19, 2015
Financial UA founders: Jayant K. & Lucian C.J.,
Financial UA granted permission by AA GSO / WSO to use and adapt 12 Steps / 12 Traditions: June 11, 2015
Financial UA sets up crowdfunding account to raise money to pay for filing Articles of Incorporation: June 18, 2015
Financial UA incorporated in State of Maryland, USA as 501c;3 non-profit organization: June 18, 2015
Financial UA registered with the IRS as a non-profit to receive an EIN: June 15, 2015
Financial UA sets up Corporate checking and savings accounts: June 18, 2015
Financial UA registers official Logo as Service Mark with State of Maryland: June 24, 2015...good through June 24, 2025
Financial UA first face-to-face meeting held: June 29, 2015 at 7:30pm EST. Two f2f attendees / four virtual attendees
Financial UA first phone meeting held: June 29, 2015, at 7:30pm EST. Hybrid with f2f...focus Symptoms
Financial UA second phone meeting formed & held: July 10, 2015 at 9:30pm EST...focus Sponsorship & Stepworking
Financial UA third phone meeting formed & held: July 26, 2015 at 9:30pm EST...focus 12 Tools of Financial UA
Financial UA fourth phone meeting formed & held: September 5, 2015 at 9:30pm EST...focus Think & Grow Rich
Financial UA fifth phone meeting formed & held: December 3, 2015 at 9:30pm EST...focus Think & Grow Rich #2
Financial UA sixth phone meeting formed & held: May 10, 2017 at 9:45pm EST...focus MasterMind
Financial UA Incorporator / Corporate Officer: Jayant K. (June 19, 2015)
Financial UA first inquiry via contact page on website as a result of an internet search: June 10, 2015
Financial UA initial Board Meeting of Directors and Incorporator: July 18, 2015 in Baltimore, Maryland
Financial UA Director(s), Class A Trustee(s), Officer(s) selected & approved: July 18, 2015 in Baltimore, Maryland
Financial UA draft of "Bylaws of Financial UA Incorporated" presented, reviewed & approved: July 18, 2015
Financial UA Monday F2F (face to face) meeting in Baltimore, Maryland discontinued as of Feb 29, 2016
Financial UA electronically files with IRS for non-profit federal tax exemption 1023ez: April 3, 2016
Financial UA granted Federal Tax Exempt status by the IRS as a 501c3 "Public Charity": April 8, 2016
Financial UA GSB approved "12 Step Workbook" published in beta form: September 6, 2016
Financial UA GSB approved launch of YouTube channel and posted first video: June 14, 2017
Financial UA GSB approved "12 Tradition Workbook #1" published in beta form: October 1, 2018
State of Maryland acknowledges Trade Name of "Financial Underearners Anonymous" : April 1, 2019
Financial UA Saturday Traditions Workshop using "12 Tradition Workbook #1" start date: April 20, 2019
Financial UA Mon, Tue, Wed, Thur, Fri, Sat, Sun "Morning Check-In" -- 30 minute meeting start date: April 29, 2019
Financial UA Tuesday "WFUA" Women's only Step Workshop using FUA 12 Step Workbook starts: June 4, 2019
Financial UA Monday Eastern Hemisphere UK / Europe "6 Steps to Riches" meeting starts: October 7, 2019
Financial UA "Recovery Bootcamp" Mastermind & Shareaday weekend: Manhattan, NYC: November 14--17, 2019
"Spiritual Council", "Rewards & Prosperity Day", "Oracle of G.O.D.", "Recovery Shrine / Laboratory" added as Tools of Prosperity:: January 1, 2020
Financial UA YouTube channel reaches 100 subscribers: January 12, 2020
Financial UA "Recovery Bootcamp" Manhattan, NYC & Santa Monica, California: February 19--28, 2020
Financial UA "Golden Ratio" committee via phone conference call (and later ZOOM) starts: Tuesday, March 31, 2020.
Financial UA recognizes 5 year legal Incorporation Anniversary: June 18, 2020
Financial UA YouTube channel reaches 150 subscribers: June 21, 2020
Program update: New Symptoms, New Tools of Prosperity, Techniques of Prosperity and WFUA officially added the program: June 30, 2020
Financial UA "Golden Ratio" Workbook completed and published: July 22, 2021
Financial UA "Golden Ratio" Workbook based Workshop (Men only) first held: July 27, 2021
Financial UA "Golden Ratio" Workbook based Workshop (Co-Ed) starts: August 8, 2021
Financial UA "Golden Ratio" Workbook based Workshop (Noon) starts: December 15, 2021
Financial UA YouTube Channel reaches 314 Subscribers: August 1, 2021
Financial UA YouTube Channel reaches 371 Subscribers: March 20, 2022
Financial UA YouTube Channel reaches 392 Subscribers: July 1, 2022
Financial UA "Numbers" Workshop teaching the FUA Worksheets starts: June 28, 2022
Financial UA YouTube Channel reaches 437 Subscribers: May 21, 2023
Financial UA YouTube Channel reaches 476 Subscribers: April 23, 2024
Financial UA celebrates 30 year fellowship anniversary since Founding: Summer 2024
Financial UA YouTube Channel reaches 500 Subscribers: April 29, 2025
The Richest Man in Babylon by George S. Clason is approved as Financial UA program literature: May 13, 2025
Financial UA Website refresh launched version 3.0 with updates: June 1, 2025
Financial UA Ten Year Legal Incorporation Anniversary: June 18, 2025
Financial UA "12 Step Workbook - Second Edition" approved and published: July 1, 2025
Financial UA "FUA Treasure Chest of Tools & Techniques Workbook" approved and published: pending
Financial UA "Traditions Workbook #2" approved and published: pending
Financial UA Sponsors launch of Boundaries Anonymous 12 Step Fellowship: pending
Financial UA website initiated: May 19, 2015
Financial UA founders: Jayant K. & Lucian C.J.,
Financial UA granted permission by AA GSO / WSO to use and adapt 12 Steps / 12 Traditions: June 11, 2015
Financial UA sets up crowdfunding account to raise money to pay for filing Articles of Incorporation: June 18, 2015
Financial UA incorporated in State of Maryland, USA as 501c;3 non-profit organization: June 18, 2015
Financial UA registered with the IRS as a non-profit to receive an EIN: June 15, 2015
Financial UA sets up Corporate checking and savings accounts: June 18, 2015
Financial UA registers official Logo as Service Mark with State of Maryland: June 24, 2015...good through June 24, 2025
Financial UA first face-to-face meeting held: June 29, 2015 at 7:30pm EST. Two f2f attendees / four virtual attendees
Financial UA first phone meeting held: June 29, 2015, at 7:30pm EST. Hybrid with f2f...focus Symptoms
Financial UA second phone meeting formed & held: July 10, 2015 at 9:30pm EST...focus Sponsorship & Stepworking
Financial UA third phone meeting formed & held: July 26, 2015 at 9:30pm EST...focus 12 Tools of Financial UA
Financial UA fourth phone meeting formed & held: September 5, 2015 at 9:30pm EST...focus Think & Grow Rich
Financial UA fifth phone meeting formed & held: December 3, 2015 at 9:30pm EST...focus Think & Grow Rich #2
Financial UA sixth phone meeting formed & held: May 10, 2017 at 9:45pm EST...focus MasterMind
Financial UA Incorporator / Corporate Officer: Jayant K. (June 19, 2015)
Financial UA first inquiry via contact page on website as a result of an internet search: June 10, 2015
Financial UA initial Board Meeting of Directors and Incorporator: July 18, 2015 in Baltimore, Maryland
Financial UA Director(s), Class A Trustee(s), Officer(s) selected & approved: July 18, 2015 in Baltimore, Maryland
Financial UA draft of "Bylaws of Financial UA Incorporated" presented, reviewed & approved: July 18, 2015
Financial UA Monday F2F (face to face) meeting in Baltimore, Maryland discontinued as of Feb 29, 2016
Financial UA electronically files with IRS for non-profit federal tax exemption 1023ez: April 3, 2016
Financial UA granted Federal Tax Exempt status by the IRS as a 501c3 "Public Charity": April 8, 2016
Financial UA GSB approved "12 Step Workbook" published in beta form: September 6, 2016
Financial UA GSB approved launch of YouTube channel and posted first video: June 14, 2017
Financial UA GSB approved "12 Tradition Workbook #1" published in beta form: October 1, 2018
State of Maryland acknowledges Trade Name of "Financial Underearners Anonymous" : April 1, 2019
Financial UA Saturday Traditions Workshop using "12 Tradition Workbook #1" start date: April 20, 2019
Financial UA Mon, Tue, Wed, Thur, Fri, Sat, Sun "Morning Check-In" -- 30 minute meeting start date: April 29, 2019
Financial UA Tuesday "WFUA" Women's only Step Workshop using FUA 12 Step Workbook starts: June 4, 2019
Financial UA Monday Eastern Hemisphere UK / Europe "6 Steps to Riches" meeting starts: October 7, 2019
Financial UA "Recovery Bootcamp" Mastermind & Shareaday weekend: Manhattan, NYC: November 14--17, 2019
"Spiritual Council", "Rewards & Prosperity Day", "Oracle of G.O.D.", "Recovery Shrine / Laboratory" added as Tools of Prosperity:: January 1, 2020
Financial UA YouTube channel reaches 100 subscribers: January 12, 2020
Financial UA "Recovery Bootcamp" Manhattan, NYC & Santa Monica, California: February 19--28, 2020
Financial UA "Golden Ratio" committee via phone conference call (and later ZOOM) starts: Tuesday, March 31, 2020.
Financial UA recognizes 5 year legal Incorporation Anniversary: June 18, 2020
Financial UA YouTube channel reaches 150 subscribers: June 21, 2020
Program update: New Symptoms, New Tools of Prosperity, Techniques of Prosperity and WFUA officially added the program: June 30, 2020
Financial UA "Golden Ratio" Workbook completed and published: July 22, 2021
Financial UA "Golden Ratio" Workbook based Workshop (Men only) first held: July 27, 2021
Financial UA "Golden Ratio" Workbook based Workshop (Co-Ed) starts: August 8, 2021
Financial UA "Golden Ratio" Workbook based Workshop (Noon) starts: December 15, 2021
Financial UA YouTube Channel reaches 314 Subscribers: August 1, 2021
Financial UA YouTube Channel reaches 371 Subscribers: March 20, 2022
Financial UA YouTube Channel reaches 392 Subscribers: July 1, 2022
Financial UA "Numbers" Workshop teaching the FUA Worksheets starts: June 28, 2022
Financial UA YouTube Channel reaches 437 Subscribers: May 21, 2023
Financial UA YouTube Channel reaches 476 Subscribers: April 23, 2024
Financial UA celebrates 30 year fellowship anniversary since Founding: Summer 2024
Financial UA YouTube Channel reaches 500 Subscribers: April 29, 2025
The Richest Man in Babylon by George S. Clason is approved as Financial UA program literature: May 13, 2025
Financial UA Website refresh launched version 3.0 with updates: June 1, 2025
Financial UA Ten Year Legal Incorporation Anniversary: June 18, 2025
Financial UA "12 Step Workbook - Second Edition" approved and published: July 1, 2025
Financial UA "FUA Treasure Chest of Tools & Techniques Workbook" approved and published: pending
Financial UA "Traditions Workbook #2" approved and published: pending
Financial UA Sponsors launch of Boundaries Anonymous 12 Step Fellowship: pending
Alcoholics Anonymous approval for use of A.A. materials
(email text, June 11, 2015)
Dear Jayant,
Thank you for your recent request to reprint and adapt the Twelve Steps and Twelve Traditions of Alcoholics Anonymous for use in a new fellowship known as Financial Underearner Anonymous.
A.A. does not object to your adaptation of its Steps and Traditions provided that the following guidelines are observed. However, we would ask that you reprint the Twelve Steps and Twelve Traditions of Alcoholics Anonymous in their original form, after your adapted version, and we would ask that you use the following attribution/disclaimer:
The Twelve Steps and Twelve Traditions of Alcoholics Anonymous have been reprinted and adapted with the permission of Alcoholics Anonymous World Services, Inc. (“A.A.W.S.”). Permission to reprint and adapt the Twelve Steps and Twelve Traditions does not mean that Alcoholics Anonymous is affiliated with this program. A.A. is a program of recovery from alcoholism only - use of A.A.’s Steps and Traditions or an adapted version in connection with programs and activities which are patterned after A.A., but which address other problems, or use in any other non-A.A. context, does not imply otherwise.
If, at some point you elect to translate the Steps and Traditions into a particular language, we would ask that you notify us of your intent, in writing, and that you use the existing A.A. translation of the Steps and Traditions in that language as a guide in creating your own translation.
For your convenience we have attached a formatted copy of A.A.’s Steps and Traditions for your adaptations.
Sincerely,
(name omitted for anonymity)
Intellectual Property Administrator
A.A. World Services, Inc.
Dear Jayant,
Thank you for your recent request to reprint and adapt the Twelve Steps and Twelve Traditions of Alcoholics Anonymous for use in a new fellowship known as Financial Underearner Anonymous.
A.A. does not object to your adaptation of its Steps and Traditions provided that the following guidelines are observed. However, we would ask that you reprint the Twelve Steps and Twelve Traditions of Alcoholics Anonymous in their original form, after your adapted version, and we would ask that you use the following attribution/disclaimer:
The Twelve Steps and Twelve Traditions of Alcoholics Anonymous have been reprinted and adapted with the permission of Alcoholics Anonymous World Services, Inc. (“A.A.W.S.”). Permission to reprint and adapt the Twelve Steps and Twelve Traditions does not mean that Alcoholics Anonymous is affiliated with this program. A.A. is a program of recovery from alcoholism only - use of A.A.’s Steps and Traditions or an adapted version in connection with programs and activities which are patterned after A.A., but which address other problems, or use in any other non-A.A. context, does not imply otherwise.
If, at some point you elect to translate the Steps and Traditions into a particular language, we would ask that you notify us of your intent, in writing, and that you use the existing A.A. translation of the Steps and Traditions in that language as a guide in creating your own translation.
For your convenience we have attached a formatted copy of A.A.’s Steps and Traditions for your adaptations.
Sincerely,
(name omitted for anonymity)
Intellectual Property Administrator
A.A. World Services, Inc.
Financial UA Charter / Incorporation Document
Financial UA Service Mark Registration
Financial UA Trade Name Registration
FINANCIAL UA INCORPORATED OFFICIAL BYLAWS
| bylaws_--_financial_ua_updated_2019.docx |
Financial UA Tax Exemption Letter from IRS
| fua_annual_trajectory_2023-2024.docx |
| 2022_financial_ua_annual_trajectory.docx |
| 2021_financial_ua_annual_trajectory.docx |
