Services & Pricing
We build capacity in the people who teach financial education. Rather than working with families directly, we train the trainers — equipping the frontline staff, educators, facilitators, and coaches your organization already relies on to guide the families they serve.
Our work spans staff training on new savings programs, professional development for the AI era, and curriculum review. Every engagement is scoped so you know exactly what to expect.
Trump Account & Child Savings Training
Best for: Best for: Nonprofits, VITA programs, Head Start and early childhood organizations, workforce programs, and community organizations serving families with children.
Trump Accounts (Section 530A) are here and the families your organization serves are asking about them. We train your frontline staff to explain the $1,000 federal seed and how families claim it, how these accounts fit alongside 529 plans and state child savings programs, and how to answer the questions families are asking — including the harder ones about trust and privacy. Staff leave equipped to guide families clearly and accurately, without overstepping into financial advice.
Applying for a grant? Staff training can be built directly into your scope of work — we're glad to help you think through that line.
Pricing: Varies (depends on scope and size)
Curriculum, Content & Product Education Review
Professional Development Workshops
Best for: K-12 schools, workforce programs, adult education providers, nonprofits and benefits companies
We review your existing materials through an AI-aware lens, focusing on usability, cultural relevance and alignment with the communities you serve.
Pricing: Varies (depends on scope and size)
Best for: K-12 instructors, workforce facilitators, coaches, educators
Practical, immediately usable workshops for the people teaching financial education today — including how to teach and coach in an era when learners turn to AI for financial advice and AI-powered scams increasingly target people new to the U.S. financial system.
Pricing: Varies (depends on scope and size)