Financial Literacy Seminars
A large part of ensuring the continued health of your church or non-profit is taking steps to educate your staff, members, and clients about their personal finances. Studies have shown that individuals who have taken classes in financial literacy are more apt to financially support their church and other charitable organizations. Furthermore, staff that has gone through a financial literacy class are more likely to be happier with their jobs than staff who has no financial literacy training.
We offer both individual financial counseling and seminars. That means we can provide private, discreet services to one or several individuals, or we can offer a classroom-style seminar on one or several topics that are relevant to your staff, members, volunteers, or clients.
Personalized Financial Plans
Our experienced financial advisors work closely with you, your staff, your clients, and/or your volunteers to create a personalized financial plan that takes into account your specific financial situation, goals, and career path. Whether you're looking to save for a major purchase, manage debt, or plan for retirement, we're here to help.
Personalized plans can require several one-on-one sessions to develop a budget, debt pay-off, and savings plan. This is the most effective way to deal with a specific financial problem.
Workshops
If you have a large group of volunteers, staff, or clients who are all interested in the same financial topic, we hold group classes and workshops to teach these skills. Our team will work with you to help your people develop savings and investment strategies that align with their financial goals. Whether you're looking to learn more about building an emergency fund, saving for children's education, or growing retirement savings, we'll provide the guidance you need.
Our workshop classes and seminars can last anywhere from a single hour-long session to a series of classes spread out over several weeks or months. Cost is dependent on the length of the workshop. Many non-profits charge a nominal fee to their participants to cover costs.
Ready to Take Control of Your Finances?
Contact us today to schedule a consultation with one of our financial experts.