Services for Organizations

Speaking

Please contact me through my Contact page if you’d like more information on my speaking availability and topics.

Book me for a “Living Financially Well” Lunch-and-Learn at your company or organization. 

Training

Let’s collaborate on a financial literacy training series.

Credit scores, budgeting basics, navigating the home buying process, negotiating… Whatever your team needs, together we can custom design a series of classes and workshops to improve your team’s financial wellness.

Please contact me through my Contact page to start a conversation.

You may have heard me at...

  • AFCPE

    Association for Financial Counseling, Planning, & Education

  • The Pledgette$

    Financial community for values-driven women

  • CIIS

    California Institute of Integral Studies