Financial SOLUTIONS
Personal & Partner Financial Coaching & Counseling
Personal & Partner Financial Coaching & Counseling
Personal & Partner Financial Coaching & Counseling
Money has a powerful impact on most areas of our lives–from our relationships and the ability to afford life experiences, to our security and, yes, even our happiness. Our money situation is the key to achieving financial security and living the lives we want.
Yet most of us don’t have easy access to personal support and guidance when making important financial decisions. We’re unsure how best to work toward greater financial wellness.
As Financial Coaches & Counselors, we help you strengthen your financial position. Together, we will work to improve your financial situation by addressing your financial behaviors, empowering you with knowledge, offering guidance when you need it, and supporting you through each stage of the process.
Peer & Small Group Financial COACHING & COUNSELING
Personal & Partner Financial Coaching & Counseling
Personal & Partner Financial Coaching & Counseling
Would you like the support of friends or family as you work toward your financial goals? Is helping your loved ones work toward financial wellness important to you? If you answered ‘yes’ to both questions, then our peer group financial coaching may be for you.
Our peer group strategic financial coaching & education plans provide you with personal coaching support, plus added accountability and support from your group of trusted loved ones
Through the interview process, we identify areas where your group needs to work and address them in our gatherings. You can meet your peers in person or virtually via live video stream.
Peer accountability adds another layer of encouragement to help you reach your goals. Accountability partner training is provided, along with established check-in points.
Financial COACHING & COUNSELING For Organizations
Personal & Partner Financial Coaching & Counseling
Financial COACHING & COUNSELING For Organizations
Giving your staff or team access to strategic financial consultants can help them feel supported as they work to resolve financial challenges and build greater financial strength.
Personal finance issues can increase your team’s stress levels, affect their productivity, and detract from the overall atmosphere. Proactively addressing employees’ financial concerns can improve their sense of well-being and transform your work environment.
Although our programs are customized to your needs, each program shares the common goal of making a lasting difference in your employees’ lives. Some may feel an instant boost in their financial confidence; often, a person’s stress can be reduced just by getting a few questions answered. Others may experience long-term benefits as they translate financial strategies into financial plans and actions.
Financial COUNSELING & EDUCATION
To accommodate a wide variety of schedules and needs, we offer financial coaching, counseling, and education solutions that best fit your situation. During the initial program design process, we will analyze your unique situation and data to create a mix of coaching methods and delivery options that meet your needs and outcome goals.
We provide you and your organization with detailed program reports. This reporting includes details on attendance, test results, survey feedback, and other program measures. To respect and protect team members’ privacy, no personal financial data will be shared.
Each organization has specific needs and constraints when offering team members access to financial coaches. We have built our organization program to be flexible to accommodate the needs of different organizations and team members.
Discovery
Our team uncovers your unique goals during the ‘discovery’ phase. This discovery lays the foundation for clearly defined programming objectives and program design.
Define
We outline the measures that will act as barometers of the program’s impact. The information gathered provides empirical data by which program success can be judged.
Design
After understanding your goals and identifying program measures, we then design the custom program to best accomplish your organization’s goals and maximize results.
Financial Education
Financial Education For Individuals & Families
Financial Education for Groups & Organizations
Money has a powerful impact on most areas of our lives–from our relationships and the ability to afford life experiences, to our security and, yes, even our happiness. Our money situation is the key to achieving financial security and living the lives we want.
Yet, most of us don’t have easy access to personal support and guidance for making important financial decisions. We’re unsure how best to work toward greater financial wellness.
As Financial Coaches, Counselors & Educators, we help you strengthen your financial position.
Together, we will work to improve your financial situation by addressing your financial behaviors, empowering you with knowledge, offering guidance when you need it, and supporting you at each stage.
Financial Education for Groups & Organizations
Financial Education for Groups & Organizations
Giving your staff, or the people you serve access to financial wellness programming services can help them feel supported as they work to resolve financial challenges and achieve greater financial strength.
Personal finance issues can increase your team’s stress levels, affect their productivity, and detract from the overall atmosphere. Proactively addressing the financial concerns of the individuals you serve can improve their sense of well-being and transform your work environment.
Although we customize our financial wellness programs to the needs of your organization, each program shares the common goal of making a lasting difference in the lives of the people you serve.
Workshop Presentations & Speaking Services
Workshop Presentations & Speaking Services
Looking for a dynamic speaker to elevate your event? Look no further! Our presentations on financial education and planning are not just informative, but also engaging and inspiring.
As Strategic Financial Consultants & speakers, we help you strengthen your financial position.
Together, we will work to improve your financial situation by addressing your financial behaviors, empowering you with knowledge, offering guidance when you need it, and supporting you at each stage.
Let us help you educate your audience and empower them to take control of their financial future. Book our speaking services now!
Donations & Community Service
Empowering Nonprofit & Community Organizations through Financial Education
Supporting Your Constituents and Your Organization:
Outcomes for Your Community Members:
- Increased financial literacy and confidence
- Positive financial skills and behaviors
- Established financial systems
- Improved financial situations
Outcomes for Your Organization
- Expanded or improved programming
- Fundraising and diversification of revenue sources
- Increased media coverage and awareness
- Wider network of stakeholders, volunteers, and supporters
Services We Provide Complimentary
We execute a top-quality financial wellness program in your community by providing training, resources, and support.
- In-person or Virtual Course Educator (Certified Financial Education Instructor)
- Financial Education Resources (presentations, student guides, online learning)
- Professional Corporate Event Feel (marketing, registration process, reminders)
- Measurement & Outcome Reporting (leverage these results for funding opportunities)
- Full Program Funding (there is no cost to your organization)