Our Services
Financial Butlers’ seeks to to empower individuals with the financial knowledge and tools necessary to choose the life they want to live.
Core Offerings
The Butler Experience
(One-on-One Personal Finance 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
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
WHEN: A 10-part weekly series
HOW: Lessons are taught in a fun, engaging, welcoming, and judgment-free environment to help you make smart choices.
Butler Communities
(Financial Literacy 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.
