Our Services
What We Are Doing
Consultations
- 30-minute consultation that will help us develop a financial plan for you.
Financial Literacy Workshops & Training Courses
- We have several training courses here to help you with getting or staying on track of your financial goals.
Personal Coaching & Group Workshops
- If you are not sure where to start, speak with a Financial Literacy Coach and let’s analyze your situation and develop a tailored financial plan that works for you and your budget.
- If you would like to customize a training session for a large group, let’s customize a course for the needs of your group.
Savings, Expenses & Budgeting Fundamentals
This course is designed to introduce you to the concept of budgeting & savings, creating a strong budget, and identify how to reduce your expenses.
Debt Management
This course walks through different types of debt, how to pay off and manage your debt, as well as understanding your overall financial risks.
Credit Management
This course walks through the basics of credit cards, their potential benefits & drawbacks, and how to avoid running into credit card debt problems.
Investing Fundamentals
This course is designed to explain different types of investments & risk tolerances & how the stock market works.
Personal Enrichment
If you are not sure where to start, speak with a Financial Literacy Educator and let’s analyze your situation and develop a tailored financial course that works for you and your budget. We have additional courses that we offer that can accommodate many needs.
Customized Group Workshops
If you would like to customize a training session for a large group, speak with a Financial Literacy Educator and let us customize a course for the needs of your group.
Community Involvement
