Financial Literacy Maturity Assessment
Enhance financial understanding and empower your team for better decision-making—achieved by evaluating and improving your organization’s financial literacy to strengthen budgeting, planning, and financial strategy
Check-In
Gain immediate clarity on your team’s financial literacy—identify immediate gaps in financial knowledge and improve understanding across your organization to make more informed financial decisions
Gap Assessment
Uncover financial knowledge gaps and boost decision-making—with a 1-hour expert assessment, pinpoint where your team’s financial literacy needs strengthening, and gain actionable strategies for improvement
Evaluation Report
Gain comprehensive insights to elevate financial literacy—receive a detailed report on your organization’s financial understanding, covering concepts like budgeting, forecasting, and decision-making, with strategies to improve financial literacy across all teams
Risk & Root Cause Analysis
Address financial vulnerabilities and ensure long-term success—identify and mitigate risks associated with low financial literacy, such as poor decision-making or mismanagement of funds. We’ll provide a tailored action plan to strengthen financial understanding across your organization
STRATEGIES
Business Maturity Assessments
Services
Comprehensive Support
Workshops
Change Management
Personal Development
Non-Profit Support
Health & Fitness Programs