Offering the following consulting services to organizations serving youth in underserved communities:

Creating Strategic Plans

Simple strategic plan that defines an organization’s Strengths, Weaknesses, Opportunities and Threats (SWOT) associated with providing financial education to youth.

Conducting Seminars >>

The seminar, Big FIVE of Money, is customized for youth and parent audiences to announce and explain an organization’s financial literacy program. CLICK HERE to view a list of seminars and photos

Designing Financial Literacy Curriculums

A curriculum of course materials and project exercises that help youth have fun as they gain knowledge about wealth, and The Big FIVE of Money—Earning, Spending, Borrowing, Saving & Investing, and Protecting.

Identifying Support Resources

Advice on selecting, and helping prepare an existing staff member to manage their financial literacy program. Help with other resources—programs, funding sources, and educational materials—available to support their personal financial literacy program.