what I do

 

I create customized financial education programs that help students and employees develop healthy financial habits

 

classroom

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

  • 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

workplace

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

  • Create customized workshops for affinity and other groups

  • Provide primer for summer interns/associates


Also Serving

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