Services/Products

OUR SERVICES & PRODUCTS

Available In-Person and Online

PROFESSIONAL SERVICES

GROUP PRESENTATIONS, MEETINGS, and INSTRUCTION

for Community, Education, Business, and Government Organizations

INDIVIDUAL and FAMILY MEETINGS and SESSIONS

for Education and Coaching Financial & Investing Literacy for all levels of knowledge, experience, and finances.

COURSES & INSTRUCTIONAL PRODUCTS

A VARIETY of COURSES and INSTRUCTIONAL VIDEOS, POWERPOINT PRESENTATIONS, and PODCASTS

covering a wide range of topics and education levels in personal finances and investing literacy, education, and management.

ALL COURSES and INSTRUCTIONAL PRODUCTS

are tailored to the specific needs and levels of our clients. The courses and instructional products are designed for a diverse education community at different levels including public and private schools, colleges, community education organizations, businesses, and individuals and families.