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Programs and Objectives

Foundational Program

Coaching sessions and learning in the areas of budgeting, saving, spending, credit, debt, planning and investing.

Financial Literacy

Ability to independently engage in personal financial management.

Knowledge

Basic understanding for more in-depth, advanced topics.

Skills Building

Practical ability to manage personal financial life.


Curated Program

Coaching and exclusive notes and reports on investments, with curated content for ongoing learning and updates.

Information Literacy

Ability to discern and engage with expert financial information sources.

Synchronous

Assimilate information and develop understanding as events happen.

Multimedia

Interact comfortably with multiple forms of financial media and advice.


Custom Program

Coaching and learning in areas of investing, governance, philanthropy, trusts, legacy, mission, and stewardship.

Wealth Literacy

Learn areas of holistic wealth management including legacy management. 

Family Enterprise

Understand and engage with the family wealth enterprise or business.

Stewardship

Engage with family legacy and grow into the responsibility of stewardship.

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