Our Services

Our CFP® certified professionals deliver engaging financial education tailored to your employees' needs. They translate complex concepts into actionable insights, ensuring practical learning and immediate application. We offer customized workshops free of sales pitches, designed for diverse employee groups, with flexible delivery options including onsite and webcast formats. Our interactive approach, whether in-person or online, fosters collaborative learning through discussions and real-time feedback, supported by additional resources such as recorded courses and personalized financial coaching.

Our self-paced learning options offer comprehensive financial education through recorded classes, available anytime via our online portal. Employees can access a broad range of topics at their convenience, balancing their learning with other commitments. The flexibility to pause, rewind, and rewatch ensures a thorough understanding of complex subjects. With continuously updated content reflecting the latest financial trends and practices, our courses provide both foundational knowledge and advanced strategies, accommodating diverse learning styles and paces. This approach supports effective financial management by equipping employees with practical, actionable insights.

Our personalized financial coaching offers one-on-one attention from experienced educators, tailored to address each participant's unique financial goals and challenges. Available virtually or on campus, these sessions provide confidential, conflict-free advice, ensuring recommendations are unbiased and focused solely on the participant's needs. Starting October 1, 2024, our introduction of RightCapital enhances the coaching experience with a comprehensive financial dashboard, scenario testing, goal tracking, and seamless communication with coaches. Flexible scheduling options and a registration system with reminders ensure participants can easily fit coaching into their schedules, either remotely or in-person.