Programs

Gold Standard Playbook

People make bad decisions with their money because they do not know any other way.  With easy access to credit and stronger purchasing power, instant gratification is ruining people’s finances.

Through my workplace financial wellness program, I will introduce simple concepts such as mindful spending, improving credit scores, and eliminating debt.  Each person’s situation is unique, so I will work individually with those that are interested in making changes to improve their finances.  The goal is to drive a behavior change in order to reach the goals they have set for themselves.

Best of all, I am not selling a single product.  Nothing. Nada.  I am simply providing better information that allows people to achieve financial wellness.

There is no “one-size fits all” approach to financial wellness.  I will work with you and your employees to develop a program that has a positive impact on your business and those in it.

I have only one goal and that is to help your people get on a better path to financial wellness.