Who They're For


I help organizations implement practical financial wellness programs that help individuals develop healthy financial habits


colleges & universities

Graduate school programs


associations/ trade organizations

Workshops/ Courses

  • Customized workshops  on specific topic(s)
  • Holistic personal finance courses



Consulting Services

  • Course Design
  • Curriculum Creation
  • Marketing Strategies
  • Program Execution  

   Writing projects      

  • Freelance Writing
  • Expert Commentary and Analysis                    

Speaking engagements

  • Keynotes
  • Panel Discussions
  • Private Company Sessions
  • Club/Organization Presentations      
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Get In Touch