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Education &

                                      Financial Literacy
Personal Finance Education and Debt Management Advising

Adult Financial Literacy Training

  • Debt management for household finance to earners in the work force.
  • Seminars, Webinar  Training both live and via video
  • Foundational content begining launching into next levels of finance

One on One Advising

Working with individuals to develop excellent money management habits to control expenses and improve financial health. Creator of spending plans, risk identification & mitigation strategies.

Debt Management Seminars

Provider of single and multi-day seminars on budgeting, expense control strategies, financial planning & execution, as well as behavior impacts to these processes. Organizations may tailor content based on their objectives and the needs of its audience.   

Classroom Education for School Districts

Developer of financial literacy curriculum for middle and high school grade levels, 6th through 12th. Online delivery to the classroom. A multitude of financial topics are prepared to fit your semester or marking period course length.  Customizable content if desired. Provide support with respect to content delivery methods for optimum student engagement. Teacher training provided.    
Small Meeting
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