A suite of training and development options across multiple channels.

Corporate & Government

workplace financial wellness workshops, employee education programs, and agency training delivered primarily in a virtual format for flexibility and reach, with in-person sessions available for larger groups or special initiatives. Programs are designed to reduce stress, improve financial literacy, and support workforce productivity.

Financial Advisors

Professional development through Financial Fluency™ for Advisors, a CFP® Board-approved CE program that strengthens communication skills and builds client trust. 

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RIAs

Limited consulting engagements offering comprehensive practice management analysis for firms seeking full-scale evaluation and growth strategies.

Consumers

Practical guidance on money, wellness, scams, and retirement through our public platform and subscriber newsletter. 

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Our expertise blends 30+ years in financial services with a proven track record in education, communication strategy, and corporate development.  Our programs translate complex financial topics into clear, actionable guidance that supports individuals, professionals, and organizations alike.