Initial ConsultationHandshake

  1. This program is designed for businesses that need help getting started, reviewing new business strategies or want to help their employees learn about personal finances, get out of debt and take control of their finances.
  2. At the initial consultation we will discuss options for your organization, such as streamlining your finances, company conferences, workshops, lunch & learn, speaking engagements or foundations in personal finances.  We will also discuss your goals for your employees and organizations in addition to optional financial terms for coaching services.
  3. Fees are based on several factors such as goals for the organization, complexity of the program, estimated length of time and the type of program that best fits your financial situation to get your company going in the right direction.

At our initial coaching session, together with you:

We focus on understanding your current situation, goals and objective, evaluate your current budget, goals, and resources; begin developing a strategy to meet and exceed your goals.  We will recommend specific courses of action we believe you should take.

 Materials:  Educational materials are dependent on the program of instruction you choose.  We offer our standard 6 week and 14 week programs of instruction in the area of personal finance.  In addition, we can tailor speaking engagements, consulting in small groups e.g. (Executives, Managers, Lunch & Learn for Employees).

Current clients:






Contact us for more Information about options for your organization

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