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Work Desk

Financial wellness is not one size fits all, but there are core fundamentals that can be shared best in a group setting.

Bringing financial planning to your group elevates everyone's chance of success!


Small Group Q&A

Get answers to all of your burning personal finance questions in a safe space. The perfect event for a book club, family or friend group. Discussion will be interactive and I will share key resources related to your topic.

Financial Literacy Class

The building blocks of a financial foundation should be taught in middle school. Until then, provide your class with relevant content that will lead to confident financial choices. Materials will be tailored to the age group. 

Financial wellness for employees

Invest in the financial wellness of your employees by providing four financial coaching sessions per employee, per year. Topics will be personalized based on each individual.

Corporate workshops

Provide a workshop that is both digestible and informative. I will tailor the workshop to your audience and everyone will leave with a relevant list of resources to take the next step in their financial journey.

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