Professional Services






Program Design and Development Consulting for Non-Profits, Government and Employers

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.

Project fees range from $5,000 to $50,000+ depending on project complexity and scope

Train-the-Trainer Professional Development 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 elements of personal finance, how to talk about money with clients, how to keep clients coming back, and the in’s and out’s of managing a financial capability or asset building program.

Training customized for your audience start at $1,000 to $12,000+

Customized Interactive Money Management Workshop Series for Communities

Targeted workshop series for hard-working households in your community combining elements of professional coaching and adult education. Small class size to facilitate deeper learning within and among participants. Availability to you and your community between sessions to keep growth and learning on track.

Monthly engagements range from $300 to $1,500 depending on your organization’s interests and needs