Professional Services


Program Design


Community Education


Program Design and Development Consulting

Customizedprogram design and development services to assist you in creating or expanding financial capability and asset building programs for your community, taking into consideration your desired outcomes and available resources

Train-the-Trainer Professional Development Training

Tailored training for groups of professionals ranging  from newly-hired front line staff to experienced executive directors (and everything in between!).  Training topics range from general personal finance topics to how to talk about money with clients to how to manage a program

Community Workshops

Targeted workshops for hard-working households in your community on topics ranging from living in accordance with your values, to budgeting, to smart borrowing, to buying a first home (and more!).  A financial education "Pop Up Shop" for your community!