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Take a look at the most common topics and services covered with our clients. If you are curious about anything listed or have questions about something not listed, we'd love to talk with you.

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Topics and Services

The list below provides a high-level overview of common topics and areas of interest to our clients and partners. If you have a question about anything listed or not listed, head over to our contact page and drop us a line.

Services for Adults

Budgeting (Intentional Spending Plan)
Increasing Income
Establishing an Emergency Fund
Paying off Debt
- Dealing with collectors
- Bankruptcy
- Mortgage and Foreclosure
- Student Loans
Investing Fundamentals
College
- Saving for College
- Planning for College
Protecting your Assets
Insurance Fundamentals
Using Money to Help and Give
Retirement
- Planning
- Preparing
Estate Planning Fundamentals

Services for Teens

How to earn money
Opening a Bank Account
Types of Accounts
Budgeting (Intentional Spending Plan)
Credit Scores
Saving for large expenses
Emergency fund
Financially Planning for College
- How to save money starting in high school
- Where to find and how to apply for scholarships
- Navigating Financial Aid
- Student loans - The risks, the long-term reality, the different types
- Making money while balancing studies
- Hacks to make dollars stretch
- Lucrative alternatives to the 4-year college
Using money to express values and support causes