Financial Program Consulting

Many CBO directors and employees realize that their client service model would be greatly enhanced by incorporating financial literacy, education, and/or coaching into their existing programs. SFS consults with organizations to develop financial coaching programs and financial education curricula that build upon their current service offerings and provides clients with a financial action plan that integrates with the services they are already receiving.

SFS provides:

  • Financial Coaching/Education Program Design, Implementation, & Technical Assistance
  • Financial Education Curriculum Development