Program Strategy Session (60 Minutes | Paid)

This one-on-one strategy session is designed for organizations ready to plan or refine a financial literacy program for youth or families.

During this session, we’ll work through program structure, audience alignment, delivery format (workshops, camps, classrooms, or licensing), and budget considerations. You’ll leave with clear recommendations and defined next steps aligned to your goals.

This session is ideal for schools, nonprofits, churches, credit unions, and youth-serving organizations that want expert guidance before purchasing curriculum, booking workshops, or entering a service contract.

This session does not include curriculum customization, lesson creation, or teaching time. Implementation and delivery services are scoped separately.