Personal Finance Basics in
One 75-Minute Class
Interns | New Hires | College Students | Young Professionals
Gain confidence with money.
- Hyper-Specific Content: 75 Minute Class tailored to young professionals.
- Unbiased Delivery: Education is the end-goal. No financial products to sell, ever.
- Tangible Next Steps: Straightforward Action-Items for students to implement immediately.
What do we get with a session?
- 30 Min. Planning Session to review our content and ensure it fits your needs.
- 75 Min. Fast Start Class with your team covering Personal Finance Basics
- Templates and Additional Content to put the knowledge to work
- Optional: 1:1 Sessions
You Want to Make a Good Decision for Your Team
Here is what our customers have to say:
An invaluable lesson for all early-in-career adults. Highly recommend this class! It would be worth anyone's time!
Brianna Steensen, MBA
Manager, BMC New Hire Academy
Chris has helped my students for the past 4 years. He sees the gap between a traditional financial advisor’s services and the day-to-day decisions that individuals need to make to be successful financially.
Keith Richards, PhD
Undergraduate Program Director, Marketing
"I didn't know what to do with my excess savings. Chris helped me think through financial goals and what to do about them."
- Software Account Executive, Age 29
"Chris helped me understand financial goals, budgeting techniques, and gave me confidence about the path I was on."
- Occupational Therapist, Age 27
"Chris helped us pay off our student loans. Now he's helping my wife and I prepare for what's next for our money."
- Oil and Gas Accountant, Age 24
I'm Confident We'll Have a Great Session With Your Team.
Reach out to hear how I've done this at other companies, see my content, and set up a class!
