Meet unbiased, product-agnostic, people-centered financial education courses. We’ve collaborated with a leader in the personal finance space, National Financial Educators Council, to bring the most comprehensive, diverse, and outcome-oriented curriculum possible so that our students can make measurable and meaningful change in their lives.
Courses will be customized based on your individual needs, but here are the topics we study:
· Financial Psychology
· Savings, Expenses, Budgeting
· Account Management & Your Trusted Team
· Loans & Debt
· Credit Profile
· Income & Entrepreneurship
· Economic & Government Influences
· Risk Management & Insurance
· Investing & Personal Financial Planning
Do you teach kids as well as adults?
ABSOLUTELY! Younger students are such a clean slate, they don’t bring a lot of the baggage and negative experiences that those of us who have been through the wringer a bit tend to carry around with us.
Do I need to know anything about personal finance before taking your courses?
The courses are a spectrum from very basic to more advanced, so regardless of what you know (or don’t know) we are able to meet you where you are and either deepen your existing knowledge or help you build a foundation to chart a path to financial fitness.
Can I only take one course at a time or is there a comprehensive program that you offer?
Yes! 😉 All joking aside, you can do either. Our education is tailored to the specific needs of each student so it can be a one and done or a full suite of custom fit curriculum based on what’s most important for you to learn.
Do you do in person/online group classes or just individual education?
We do both, so regardless of how you learn best we can support your educational goals.
What if I prefer self-guided coursework, is that an option?
Absolutely, we know that some folks would rather learn in their pajamas on the couch…maybe with a nice glass of wine. One of my clients calls this their “winance” time. You can call it what you want, but regardless of how you learn best our curriculum is designed to support you.
What do your courses cost?
It depends on what your needs are, but your financial fitness journey can begin for as low $199.
Do you offer financial coaching as well as education services?
Why yes, we do! If getting educated is only a part of what you feel like you need, we also offer a more in-depth individual program to help our students unpack limiting beliefs and mindsets that are standing between them and the financial fitness they desire.
If I need help solving a specific financial problem that I am facing, is that something you can help with?
We do offer consulting services as well, helping people to solve any given problem or situation they may find themselves experiencing. Sometimes, all we need is an outside perspective from professional who has more experience or expertise than we do…enter Purpose Financial.
