Financial-LifeSkills (TM)

Financial stress is often the primary concern for most people, even beating out health issues.  In reality, the health of our finances directly impacts most other stressors in our lives.  We offer the Financial-LifeSkills (TM) Program as a way to empower people to take a leadership role in their financial lives.  The expected outcomes are: 

• Understand your financial choices and where your money is going
• Gain greater control over the financial impact of life choices
• Reach defined goals with small incremental changes over time
• Become the leader of your financial life

Employee Benefit for Companies and  Organizations

​When individuals are financially stable and secure, it has been shown to improve their health, their relationships, and their work performance. ​ Businesses have begun
​ to discover in recent years that implementing financial wellness guidance for employees can help increase productivity while reducing healthcare costs. Our goal to help drive greater productivity in the workplace through a cost effective, comprehensive Financial-LifeSkills™ program. Let us help you develop financially astute individuals free of financial stress.​

​Courses for Universities and  Colleges​

Ensuring students are financially astute can help put them on the right path and eliminate worries about debt as they begin their professional career or continue their academic course.  By offering Financial-LifeSkills(TM) students feel indebted to their alma mater for setting them off on the right path, and the alumnus  is positioned to give back to their alma mater and community earlier in their lifetime.

Enrichment for Individuals & Couples​​

 Navigating the world of personal finance has become complicated with a spaghetti like matrix of financial choices to be made.  The Financial-LifeSkills(TM) Program instills confidence and knowledge to enable good decision making and ability to ask appropriate questions to reach your goals. 

​Register for Financial-LifeSkills(TM)

Our Approach to Financial- LifeSkills(TM)

Each class can be taken as a stand alone, as a series of two or three classes, or in sequence as a program that includes:
​

• Guiding individuals to identify personal goals to incorporate context into their personal finance
• An experienced professional that shares concepts and tactical techniques to manage personal finance
• Integration of real world exercises to demonstrate how to employ the concepts and techniques
• Development of next steps to ensure continuous learning and reinforcement of concepts

​Click for the Financial-LifeSkills(TM) Program for entire program class descriptions. 

Employee Benefit for Companies and  Organizations ​

Courses for Universities and  Colleges

Enrichment for Individuals & Couples

To register for a class or the entire series, please contact us.  We would like to discuss your Financial-LifeSkills(TM) educational needs.  We can offer standard classes as well as customized as needed for your employees. 

​To register for a class or the entire series, please contact us.  We would like to discuss your Financial-LifeSkills(TM) educational needs.  We can offer standard classes as well as customized as needed for your employees, alumni  or students. 

To register for a class, a series or the entire program, please Register or contact us.  Directions to our Skippack, PA, classroom or to be connected to a Webinar will be provided at time of registration.

• Fee for Standard Financial-LifeSkills(TM) class - $150 (approximately 1 - 2 hour)
• ​Fee for Entire Financial-LifeSkills(TM) Program (9 classes) - $1100 (each class approximately 1 - 2 hours) 

​Special:

• With the purchase of one other class you receive "Discover Your Financial Self" as part of the package
• Two people from the same household can attend for the price of one person