Our Services
Financial Butlers’ seeks to to empower individuals with the financial knowledge and tools necessary to choose the life they want to live.
The Butler Experience
(One-on-One Personal Finances Coaching)
WHAT: An intimate coaching journey that helps you understand your finances and create a tailored, actionable plan.
WHY: To increase awareness and help you reach your financial goals while unlocking your wealth potential.
WHO: For individuals and couples looking to improve their financial situation.
WHERE: Live virtual sessions (in-person if available).
WHEN: 4-5 coaching sessions with an initial consultation and monthly check-ins (approx. 10 hours total).
HOW: Coaching takes place in a judgment-free space, focusing on quick results and informed decision-making.
Financial Butlers Academy
(Money Management Workshops)
WHAT: A straightforward series of classes to boost your financial health through education and open discussions.
WHY: To share financial knowledge and strategies for better decision-making.
WHO: For companies, organizations, or the public seeking interactive lessons on wealth basics.
WHERE: Sessions held live online (in-person options available).
WHEN: A 10-part weekly series (as schedules permit).
HOW: Lessons are taught in a fun, engaging, welcoming, and judgment-free environment to help you make smart choices.
Financial Literacy Communities
(Financial Education Solutions for Businesses)
WHO: For businesses, universities, and organizations wanting a scalable solution to educate on financial literacy while meeting internal goals.
WHAT: We design and build internal financial literacy programs (e.g. group, club, BRGs), including training and implementation support for companies.
WHY: To create sustainable in-house programs that spread financial knowledge and strategies, boost engagement, retention, and cost savings.
WHERE: Consultation services are provided virtually or in-person, if needed.
WHEN: Program design, build, training, and implementation may range 3-6 months until communities are established.
HOW: We help launch financial literacy communities (i.e. business resource groups) by providing evaluations, setting success goals, designing models, creating training materials, and facilitating implementation.
Schedule Today
Interested in learning more? Fill out this form to book a discovery call with us (free for a limited time).
We can’t wait to hear from you!
