PERSONALIZED FINANCIAL EDUCATION
MONEY GUIDANCE BUILT AROUND YOUR STUDENT
One-on-one virtual sessions that help students and young adults understand the money decisions in front of them—at a pace and focus built around what they need most.
Whether they need help building strong financial foundations, preparing for greater independence, or working through a specific financial decision, we meet them where they are and help them move forward with confidence.
Sessions starting at $90
WHEN 1:1 LEARNING MAKES SENSE
Sometimes a class isn't what a student needs. They may have specific questions, need more time with a particular concept, feel uncomfortable asking questions in a group, or be facing real financial decisions for the first time. Our 1:1 sessions give students a private place to ask questions, build practical knowledge, and work through the financial decisions that matter to them right now.
For Middle & High School Students
Build a strong foundation before the decisions get bigger.
Sessions can help students understand budgeting, saving, spending, earning income, investing, credit, goal setting, and other essential money concepts all adjusted to their age, experience, and confidence level.
For College Students & Young Adults
Get practical guidance for the financial decisions that come with independence.
Sessions can focus on creating a realistic budget, managing limited income, understanding credit and student loans, starting a first job, reviewing workplace benefits, building an emergency fund, beginning to invest, or preparing for larger purchases.
How It Works
1
CHOOSE YOUR PACKAGE & TELL US ABOUT YOUR STUDENT
Select the learning package that best fits your needs. After purchase, complete a short intake form to help us understand your student’s age, current financial knowledge, goals, questions, and areas where they may need additional support. You’ll also schedule their first virtual session.
2
ATTEND THE SESSION & Continue LEARNING
Your student meets one-on-one with their instructor virtually for a practical, personalized learning session focused on the financial topics most relevant to them. After the session, the parent or guardian receives a follow-up email with session notes and a recommended learning activity to help reinforce what was covered.
3
SCHEDULE THE NEXT SESSION
If your package includes additional sessions, we’ll email you a link to schedule the next one. Each session can build on previous learning or shift focus as your student’s questions, goals, and financial knowledge develop.
Common Topics We Can Help with
Every student's needs are different. Sessions can focus on one specific question or connect several topics together.
Students can begin with one session or continue with additional sessions as their needs grow.
Budgeting & monthly expenses
Paychecks, taxes & benefits
Student loans & college costs
Emergency funds
Insurance basics
Banking basics
Roth vs. traditional retirement
Saving for a car or home
Strong adult money habits
First job money decisions
Credit scores & credit cards
Investing basics
Financing & interest
Saving for short- & long-term goals
Simple, Flexible Pricing
NOT SURE WHERE TO START?
You don't have to know exactly what your student needs before reaching out. Tell us a little about where they are today, what questions they have, or what financial decisions are coming next. We'll help you determine the best place to begin.