Our Services
Financial Butlers’ seeks to to empower individuals with the financial knowledge and tools necessary to choose the life they want to live.
Our 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.
The Butler 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, and individuals 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.
