🏫 Institutional Programs

Financial Wellness Programs for Schools & Organizations

Empower your students, employees, and community members with practical financial education that creates lasting change.

Tailored Programs for Every Organization

From high schools to corporations, we create customized financial wellness programs that meet your specific needs and goals.

Educational Institutions

High schools, colleges, and universities seeking to prepare students for financial success.

Student loan guidance
Budgeting basics
Career financial planning
Credit education

Corporate Programs

Employee financial wellness programs that reduce stress and increase productivity.

401(k) optimization
Benefits education
Debt management
Retirement planning

Community Organizations

Nonprofits, community centers, and groups focused on financial empowerment.

First-time homebuyer prep
Small business basics
Family budgeting
Emergency planning
📚 Workshop Catalog

Workshops & Webinars

Interactive sessions designed to build practical financial skills and confidence

In-Person Workshop

Financial Foundations

Comprehensive introduction to budgeting, saving, and financial goal setting.

Duration:
2 hours
Participants:
15-30 people
$500
Virtual Webinar

Debt Freedom Strategy

Proven strategies for eliminating debt and building financial stability.

Duration:
90 minutes
Participants:
Up to 100 people
$300
In-Person Workshop

Investment Basics

Introduction to investing, risk management, and building wealth over time.

Duration:
3 hours
Participants:
10-25 people
$750
Virtual Webinar

First-Time Homebuyer

Complete guide to preparing for and purchasing your first home.

Duration:
2 hours
Participants:
Up to 50 people
$400

Flexible Pricing Options

Choose the package that best fits your organization's needs and budget

Starter Package

$1,500

Perfect for small organizations getting started

  • 2 workshop sessions
  • Up to 50 participants total
  • Digital resource packet
  • Follow-up Q&A session
  • Basic progress tracking
Most Popular

Professional Package

$3,500

Comprehensive program for medium organizations

  • 5 workshop sessions
  • Up to 150 participants total
  • Customized content
  • Monthly follow-up sessions
  • Detailed progress reports
  • Access to professional directory

Enterprise Package

Custom

Tailored solution for large organizations

  • Unlimited workshop sessions
  • Unlimited participants
  • Fully customized curriculum
  • Dedicated program manager
  • Quarterly progress reviews
  • Priority professional matching
  • Train-the-trainer options

Ready to Get Started?

Contact us to discuss your organization's needs and create a customized financial wellness program.

We'll respond within 24 hours with a customized proposal

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