This level will be fully automated. A simple presentation with no live (virtual) involvement from us. Green is best for the individual in a household who wants to learn the basics of personal finance on their own but has limited time in their day. It is intended to be taken over (4) content sessions.
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Fully Automated
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Single Participant
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4 Content Lessons
This is an upgraded version of our Green Level content that includes facilitation by us. Gold is best suited for multiple members that want to participate from a single household. It is intended to be taken over (1) intro session and (4) content sessions.
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Guided Presentation
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Multiple Participants
per Household -
1 Intro Session & 4 Content Sessions
Similar to Gold level learning, this is a guided presentation of the content but is intended for a single person rather than a group. This will allow for a more customized approach for the single participant to dive deeper with us than they would be able to in either the Green or Gold levels. If clients would like to work with us further, they can do so for an additional fee. Diamond is intended to be taken over (5) sessions.
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Custom Built
Guided Presentation -
Single Participant
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5 Content Sessions