Services

 
 

Program Design

Training

Coaching

 

Personal Finance Program Design

I work with government and community-based organizations to design and develop financial capability and asset building programs for their constituencies taking into consideration desired outcomes and available resources. 

Professional Development Training

I train groups of professionals from newly-hired front line staff to experienced executive directors and everything in between on the in's and out's of talking about money issues with adults.

Community-Based Instruction

I conduct workshops to community members on topics ranging from budgeting to buying a first home.

Personal Finance Coaching

I provide one-on-one coaching services to social workers and human services professionals who want to pursue the career that they love and live where they want to live.