Money touches all aspects of our lives. It has the power to bring us joy as well as ruin. We aim to equip people of all means and seasons of life to manage their money wisely so their finances fuel their dreams. In addition to one-on-one engagements, we've designed two online courses to address the most pressing questions and essential foundations of financial planning at an affordable price point.
for young professionals
Your money, regardless of how much or how little you have, can create opportunity and help you achieve your dreams. Take charge of your life by learning the essentials of personal finance and set yourself up for years of success. ESSENTIALS is a 6-week online course that will help you create a personalized financial plan and equip you to orient your money around what matters to you most and achieve your goals.
Money causes more marital conflict than perhaps anything else. Most couples lack a united vision for their money, let alone a plan for achieving it together. MERGE is designed to equip couples to stand on a united front and eliminate the conflict and confusion around money. This 6-week online course will walk you step-by-step through creating a joint financial plan and equip you to achieve your goals.