Each individual is unique and so is their personal finance
Consulting
We use the ROIC Method
IF YOU WANT A ONE SIZE FITS ALL CONSULTING APPROACH… WE ARE NOT FOR YOU.
We work with organizations that want to address their employees’ financial wellness with an added benefit of boosting their productivity. We can take the stress out of the process by meeting employees where they are and helping them design a roadmap for change.
Let’s have a discussion about how to remove the taboo of financial conversation in the workplace and fix the real issues that will help you and your employees achieve success using our ROIC approach.
Review
To get the best results, we must understand the issues. Our initial meeting will focus on what a successful outcome would look like for the organization. We will listen, question, challenge, and share information, to identify the best path to help your employees.
Optimize
We customize a plan using our 3 pillars of wealth building approach. We then work with the employee to create their own customized roadmap to achieve a sustainable long-term outcome.
Implement
With our guidance, and their custom roadmap, your employee will be able to take the guesswork out of their finances and feel empowered to see tangible changes in their finances. They will create permanent habits to stay on course.
Change
We assess the progress of your employee to ensure they are on track with their goals and are achieving their established results. Thus reducing anxiety around their finances and continuing their work towards financial wellness.
Customized Topics Around Goal Setting, Resiliency & Inspiration
We all have our own ideas of what financial freedom means and most of us see it as out of reach. The reality is that even in today’s environment, it is still very possible. In this talk we share 5 action steps that you should put in place that can help you to achieve financial freedom before you retire.
Participants will walk away from this keynote understanding:
- Never be afraid to bet on yourself
- What other people think of you is not your business
- The power of leveraging your voice
- The determination to be the best version of yourself
Customized Learning
Colleges/Universities
We help students understand the pillars of personal finance, so that they can build sound financial habits, to help them embrace adulthood with confidence. Topics covered include differentiating between wants and needs, budgeting, credit, understanding debt, and post college finances.
Coaching Women & Employees of Color
While women make less than their male counterparts, more and more women are heading up households, and are living longer. This puts them at an even bigger risk of financial insecurity. As an immigrant and woman of color, there are underlying cultural differences and values, as well as the unique challenges that are easily understood. By combining our understanding of these challenges with our financial coaching model we can equip women and employees of color with powerful tools and strategies to create a clear pathway to managing their finances, allowing them to remove the distraction of financial anxiety from building their career.
Panel Expert
Money Mindset. Budget. Credit. Debt. Investing. Taxes. Wealth Building.