Professional Services

 
 

Consulting

Education

Coaching

 

Program Design and Development Consulting for Non-Profits and Government

Customized program design and development services to assist you in creating or expanding financial capability and asset building programs for your community, taking into consideration your clients’ realities, desired outcomes and available resources.

Train-the-Trainer for Financial Capability Professionals

Tailored training for groups of professionals ranging  from newly-hired front line staff to experienced executive directors on topics that are important to you, like how to talk about money with clients, how to keep clients coming back, and the in’s and out’s of managing a program.

Customized Interactive Money Management Workshops for Communities

Targeted workshop series for hard-working households in your community on topics such as living in accordance with your values, budgeting, smart borrowing and buying a first home.

Online Personal Finance Courses — Coming Soon!

Online courses in personal finance topics for folks who “don’t do money”! Topics range from identifying your values and goals, to how to talk about money with others, to how to set up your financial life. Courses are on demand and can be taken at your convenience. Let me know if you want to join the waiting list!

Group Money Coaching — Coming Soon!

Group coaching on money for individuals like you who are ready to chart a new course for their financial future. Group size limited to no more than 15 participants so that you receive encouragement and accountability from your fellow group members while having the time and space to pursue your own path. More information on personal finance coaching here. Join the waiting list here.

One-on-One Money Coaching

Specialized one-on-one personal finance coaching for people like you who are ready transform their relationship with money. Highly-focused sessions that get to the heart of your relationship with money and build a pathway to your confidence to soar. More information on personal finance coaching here.