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.

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 for Helping Professionals — 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 when making money has not been your #1 priority. 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 for Helping Professionals

Group coaching on money for helping professionals like you who have dedicated their careers to making the world a better place. Group size limited to no more than 8 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

One-on-One Money Coaching for Helping Professionals

Specialized one-on-one personal finance coaching for helping professionals like you who have dedicated their careers to making the world a better place. Highly-focused sessions that get to the heart of your relationship with money and build a pathway to your confidence around your double bottom line: taking care of yourself while serving your clients. More information on personal finance coaching here