Services

Financial Literacy Workshops for Colleges & Universities

We are passionate about empowering college students with essential financial skills for a secure future. Our engaging workshops, available both in-person and virtually, are tailored to address their unique needs.

Throughout the sessions, we use interactive methods and a carefully crafted workbook to actively engage students in the learning process. Our customizable sessions cover a range of popular topics, including creating a college-friendly budget, mastering the art of saving, understanding credit and managing credit card debt, navigating student loans, and even diving into the world of investing. These workshops can be designed for one day or span multiple days to ensure comprehensive learning.

With a focus on practicality and real-life scenarios, we equip students with the knowledge and tools they need to make informed financial decisions. Our goal is to foster financial literacy, setting them on a path towards financial independence and a brighter financial future.

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Personalized 1:1 Coaching

Our 1:1 coaching caters to your unique financial goals. Whether you’re a student, young professional, or community member, our tailored guidance empowers confidence and financial literacy.

We offer customizable sessions, covering budgeting, savings, debt, retirement investing, 401k/403b, HSA/FSA optimization, and travel hacking. Our coaching is judgment-free and led with empathy, equipping you with essential knowledge and tools for informed choices. You’ll receive trackers to monitor your financial growth. Our 1:1 coaching sessions are designed to be flexible and tailored to your specific needs and desires.

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Your first consultation is free.

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Freebie!

Monthly Budget Template

Ready to start getting your finances in order? Sign up to your FREE budget template so you can plan your monthly spending. (Googlsheets)

Free brown and green colored zero based Budget Template displayed on a laptop and cellphone