WHAT WE DO

FOR INSTITUTIONS

  • PARTNERSHIP

    Through collaborations with academia, government entities, nonprofits, and the private sector, we help their clients, employees and students, take effective action to make informed decisions regarding the current and future use and management of money to achieve economic independence and self-sufficiency for themselves, a successful future for their children and stable housing in their communities.

  • SERVICES & WORKSHOPS

    There are incredible benefits to adding customized financial education and counseling within an institution or organization, like providing unbiased advice to its members on how to use money wisely and cope with both present and future financial situations. Hosting focused workshops or specialized events is a way to integrate the benefits of a financial wellness program at any time; introducing individuals to their potential and wealth building opportunities while strengthening the organization and community as a whole.