Case Studies
I have partnered with leading universities and employers to create highly rated financial education programs
Make it stand out
Whatever it is, the way you tell your story online can make all the difference.
Launching A New Personal Finance Program For Undergraduates
I collaborated with the Harvard University Employees Credit Union and Harvard University to launch an innovative financial education program to provide undergraduates with practical life skills around personal money management.
DEBEVOISE & PLIMPTON
HELPING LAW ASSOCIATES IMPROVE FINANCIAL HEALTH
I collaborated with Debevoise’s Diversity & Inclusion Office to create a customized personal finance primer for 1st Gen Affinity Group Members as well as Summer Associates. Debevoise is now scaling the program to other affinity groups and creating deep-dive workshops in topics like investing, student loans, and retirement
Make it stand out
Whatever it is, the way you tell your story online can make all the difference.
Preparing Masters’ and Ph.D. Students for Financial Freedom
I partnered with Columbia's Graduate School of Arts & Sciences to customize financial planning and tax workshops that addressed the unique financial circumstances of Master’s and Ph.D. students.
