ENGAGING, EDUCATIONAL, AND ENTERTAINING OFFERINGS TAILORED TO:

Develop healthy habits around specific topics

Examples include:

• Create A Winning Financial Plan
• Own Your Credit
• Investing Success
• Conquer Student Loans
• Dealing With Debt
• The Secrets To A Rich Retirement
• Saving For College

Drive behaviors towards financial wellness with impactful programs at crucial milestones:

University Examples:

• Freshman Orientation
• University Graduation

Employer Examples:

• New Hire Orientation
• Strategies for Tax Season
• Annual Benefits Enrollment

Are you having trouble rallying support for a financial wellness program?

Do you need assistance designing an appropriate personal finance curriculum?

Are you not seeing the engagement and results you had hoped for with your current program?

Let me help you create or improve your financial wellness program.

With over 10 years of experience researching financial literacy and implementing successful programs, I can provide actionable guidance and share strategies to make your program more effective.

Whether you are looking to launch a new program or tweak an existing one, take advantage of my expertise and experience to set your organization up for financial success.

I have deep expertise simplifying the complex world of personal finance. My advice is shared with millions of readers in Forbes and The Huffington Post. I have also been quoted as a financial expert in numerous publications including The Boston Globe and the National Financial Educators Council.

My expertise includes:

• Financial Planning/Budgeting For Students And Grads
• Successfully Transitioning From University To The Real-World
• Building And Leveraging Your Credit
• Personal Investing Fundamentals
• Behaviorial Economics And The Psychology Of Money
• Practical Strategies For Managing Financial Tradeoffs
• Elements Of Effective Financial Wellness Programs

Recent articles I’ve published include:

• 5 Reasons To Stop Prioritizing Student Loan Payment
• 3 Simple Strategies to Keep Your Financial Resolutions
• Swimming In The Real-World Financial Pool

If you’d like to discuss a writing project or need expert commentary for an article you are publishing, please contact me.

Personal finance is more personal than it is finance.

I channel the same passion and knowledge from teaching financial concepts to educate and motivate audiences about financial wellness. Incorporating humorous examples and video clips with a dynamic presentation style, I can effectively engage groups both large and small.

Contact me to discuss how I can help with your conference, forum, or other event.