Dollars & Sense U!

A series of 6 lessons, teaching basic financial concepts, developing skills to build budgets, and creating SMART money goals, as well as digital safety for students in grades 6 to 12. Each lesson will take place once a week for 7 weeks and last approximately 1 hour. Lessons are offered in a structured, sequential order for the best learning experience. Be prepared to do a small amount of work for each class to maximize your learning opportunity. Offered as In-Person Class only. 

COST:  $90.00 (paid in advance of lesson series)

*The first 15 people to complete enrollment, forms plus payment, will be added to the class. 

Adulting 101

A series of 7 lessons, teaching skills to address adult budgeting needs, understanding legal responsibilities, living skills, and digital safety today for students currently in grade 12. Each lesson will take place once a week for 7 weeks and last approximately 1 hour. Lessons are offered in a structured, sequential order for the best learning experience. Be prepared to do a small amount of work for each class to maximize your learning opportunity. Offered as an In-Person Class Only.

COST:  $100.00 (paid in advance of lesson series)

*The first 15 people to complete enrollment, forms plus payment, will be added to the class. 

Learn About "Your Money, Your Peace"

A series of 7 lessons, teaching skills such as money mindset, credit and debt, housing and assets, budgeting, and protecting your identity today. These lessons are for adults ages 18 and UP . Each lesson will take place once a week for 7 weeks and last approximately 1-1/2 hours. Lessons are offered in a structured, sequential order for the best learning experience. Be prepared to do a small amount of work for each class to maximize your learning opportunity. Offered as a Virtual Class Only.

COST:  $150.00 (paid in advance of lesson series)

 *The first 15 people to complete enrollment, forms plus payment, will be added to the class.

Learn About College Funding Strategies

A series of 7 lessons, teaching about the different methods, from educational savings plans, and grants, to using dual credit in high school, and scholarships, available to pay for college to have none or minimal debt. One key issue in these discussions will be discussing alternatives to a 4-year college that will give your student exactly what they need! These lessons are for adults ages 18 and UP. Each lesson will take place once a week for 7 weeks and last approximately 1-1/2 hours. Lessons are offered in a structured, sequential order for the best learning experience. Be prepared to do a small amount of work for each class to maximize your learning opportunity. Offered as a Virtual Class Only.

COST:  $150.00 (paid in advance of lesson series)

*The first 15 people to complete enrollment, forms plus payment, will be added to the class. 

Learn About Retirement Planning Strategies

A series of 7 lessons, teaching about the different areas in life to consider before retiring.  This series will look at the when, what, and how of retirement needs, so you will  have the retirement you have dreamed about. Who is prepared for emergencies? Where is the money you need for retirement coming from? These lessons are for adults ages 18 and until 67.  Each lesson will take place once a week for 7 weeks and last approximately 1-1/2 hours. Lessons are offered in a structured, sequential order for the best learning experience. Be prepared to do a small amount of work for each class to maximize your learning opportunity. Offered as an In-Person Class Only.

COST:  $150.00 (paid in advance of lesson series)

*The first 15 people to complete enrollment, forms plus payment, will be added to the class. 

Learn About Estate and Transition Planning Strategies

A series of 7 lessons, teaching about the various parts of estate planning, such as wills or trusts. This series will look at when, what, why it is important to have made these decisions  beforehand for the legacy you want to leave behind and how this will help with transitions after death. Considering the purpose and need of pre-planning and insurance to cover funeral costs and how this makes transitions after death a bit easier. These lessons are for adults ages 18 and UP.  Each lesson will take place once a week for 7 weeks and last approximately 1-1/2 hours. Lessons are offered in a structured, sequential order for he best learning experience. Be prepared to do a small amount of work for each class to maximize your learning opportunity. Offered as an In-Person Class Only.

COST:  $150.00 (paid in advance of lesson series)

*The first 15 people to complete enrollment, forms plus payment, will be added to the class. 

Budgeting and Debt Elimination In-Person Coaching

In-person coaching with couples* or singles to provide guidance to focus on budgeting and elimination of debt so mental, physical, and emotional stress can be lessened.  Communication and collaboration will be key elements of the process to define financial goals and move forward in life with hope and freedom. This coaching is available to adults 18 and UP.  Each coaching session will last approximately 1 hour. Be prepared to do a small amount of work for each session to maximize your learning opportunity. *Married couples must attend all coaching sessions together.

COST:  Pricing is based on household yearly net income.

This will require a minimum commitment of 2 meetings a month for 3 months; however, 2 meetings a month for 6 months is recommended.  

Premarital Financial In-Person Coaching

You have met the love of your life and now you are planning to marry and begin a new, exciting period in your life! Both of you need an honest discussion about finances and your goals, so you have a clear understanding of your financial situation. This will form your outlooks, as a couple, on money habits and provide opportunities for a life with less stress. This In-person coaching is available to adults 18 and UP.  Each coaching session will last approximately 1 hour. Be prepared to do a small amount of work for each session to maximize your learning opportunity. Both engaged partners must be present for all sessions.

COST:  Pricing is based on household yearly net income.

This will require a minimum commitment of 1 meeting a month for 6 months, however, choosing 2 meetings a month for 3 months will also meet the minimum commitment.

Financial Well-Being for Group or Team

Empower employees, church members, or other large groups to be in control of their finances which will make them healthier mentally, emotionally, physically, and more productive in life and at work. Providing a series of workshops, or even one seminar, in the areas of basic financial information, goal setting, budgeting, and saving will provide strategies to improve their financial situation.  Additionally, topics such as college funding, retirement, and estate planning are helpful for a more complete financial plan. Companies, churches, and other entities with large teams or groups that offer these resources as a paid benefit can open the doors for a happier, healthier community.

COST: Request a program proposal