top of page

MoneyMovers Academy is a structured yet customizable 8 week course that can be done in person or virtually. This is the flag ship product that is designed to share basic personal financial principles.

MoneyMover Academy

I am available to speak at events as well as join podcasts or live streams.

Topics can be discussed further. 

Public
Speaking

Small Group Conversation is where the knowledge transfer is more intimate. Participants are able to be more vulnerable and share their own situations. This is a combination of a few lessons from MoneyMovers Academy and broad personal coaching.

Small Group Conversation

Personal Coaching is where we can review your own personal situation and I can provide you with my thoughts and opinions and walk you through creating your own game plan. While holding you accountable to your own goals, I will also provide you with resources who may be able to assist.

Personal
Coaching

Services We Provide

MoneyMovers Academy

MoneyMovers Academy was originally designed to supplement high school education with an 8 course program to cover various personal financial topics. The goal is to provide children who are preparing to enter adulthood with the knowledge of basic financial concepts to allow them to make informed decisions that will help them reach their own individual goals. 

Topics typically covered are:

  • Understanding Money

  • First Job Income & Taxes

  • Budgeting

  • Banking

  • Smart Consumerism

  • Credit & Debt

  • Risk Management

  • Financial Planning

Small Group Conversation

Small Group Conversations came into existence due to the desire of bringing the personal finance conversations to groups of people who are typically in similar situations. Originally started as something offered to employees or neighborhoods. However, this is growing to be a favorite as the topics can be customized to fit the needs of the community. Small Group Conversations typically work best in person, but are available via Virtual Meetings.

One on One Coaching

Coaching and Accountability go hand-in-hand. This is where we can collaborate and work on your specific financial situation. We can explore budgeting, reviewing any debt you may have and possible ways to handle different circumstances. We can discuss goals and different resources to use to help you achieve your goals. Once you have a plan created then I can follow up with you to ensure that you are being held accountable to your own dreams and goals. 

bottom of page