Case Studies
I have partnered with leading universities and employers to create highly rated financial education programs
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
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.
