top of page


Uniquely designed for high school and college-aged students, our workshops provide an interactive, collaborative learning experience tailored to each audience.


Topics are formed around critical foundations of personal finance that boost long term financial success: 

  • budgeting to meet financial priorities

  • saving money and selecting the right bank

  • managing debt and boosting credit

  • protecting your identity and your financial health

  • financial goal setting for every life stage

financial education delivered

Instructor Training

In-person and virtual training for educators looking to design or enhance their own financial education programs. We discuss best practices for designing workshops and engaging students on the fundamental topics of personal finance. 

Anchor 1

Content Design and Development

Our process begins with a consultation to learn about your program goals and unique attributes of your student population.  Using these key elements, we’ll design your financial education program, including resources to execute the design: presentations, activities and discussion topics. 


Just need some new content to bring into your already established program? We develop presentations, articles, newsletter content, instructional and promotional videos. 

Anchor 2
bottom of page