what I do


I create customized education programs that help individuals develop healthy financial habits



A toolkit of customized offerings to develop students’ financial capability – from freshman orientation to senior graduation

  • Set up incoming students for financial success while in school  
  • Prepare graduating students to take charge of their finances in the real world
  • Provide all students with practical life skills around personal money management


Practical programs to drive behaviors toward financial wellness – tailored to your employees, your company, and your industry

  • Set new hires up for financial success during onboarding
  • Reduce anxiety over benefits selection  
  • Drive healthy financial behaviors and decision-making year-round

Also Serving

Student Clubs and Organizations, Fraternities & Sororities, Non-Profit Organizations, Other Groups & Associations