Consultation

We provide complimentary consultation for individuals seeking to improve their finances and organizations wanting to develop a financial education program.

This call is dedicated to understanding your needs, answering any questions you have, and helping you build a high-quality program. This is not a presentation or sales pitch. Each person and organization has unique needs – we take the time to understand your objectives and provide you the best path forward.

Complimentary Call Details

Complimentary Call Details

During the call, we will first work to understand your situation and goals and answer any questions you have. We are 100% dedicated and have fiduciary responsibility to you. Our conversation is held in complete confidence; no information about you will be shared with anyone else.

Personal Consultation Call

This 30-minute financial consultation call is dedicated 100% to helping and supporting you. No products will be offered or sold during this phone call. After the call, you will receive information on how you can continue to work with a financial educator who is committed to helping you strengthen your finances by providing personal financial education.

Organization Consultation Call

Want to bring a financial education program to help the people you serve work toward greater financial wellness? During this call, we will clarify your outcome goals for the program and the benefits your organization is seeking. After that understanding, we will walk you through the key steps toward building a top-quality financial education program.

Schedule Complimentary Call

Complimentary Consultation – Schedule Here

All times shown are in Pacific Time.