Financial Literacy Strategic Evaluations

TriUnity Strategies offers Financial Literacy Strategic Evaluations, designed to assess the level of financial understanding and knowledge within your organization. This evaluation helps identify gaps and opportunities for improving financial literacy across all departments, ensuring that your team is equipped to make informed financial decisions.

Choose the right evaluation level for your business:

Financial Literacy Check-in
A 30-minute consultation to review the current financial knowledge within your organization. This quick check-in highlights immediate areas where financial literacy can be improved.

Financial Literacy Gap Evaluation
A 1-hour conversation with a TriUnity expert to assess gaps in your team’s financial knowledge. We’ll provide a summary of key areas where financial literacy needs to be enhanced, with actionable recommendations.

Financial Literacy Evaluation Report
A comprehensive evaluation of your organization’s financial knowledge, including an assessment of financial concepts, budgeting, and forecasting. We’ll deliver a detailed report with strategies to improve financial literacy across your team.

Financial Literacy Risk & Vulnerability Evaluation
A deep dive into the risks associated with low financial literacy, such as mismanagement of funds or poor decision-making. We’ll provide a plan to address these vulnerabilities and ensure stronger financial understanding throughout your organization.

Root Cause Analysis of Financial Literacy Challenges
For organizations facing significant financial literacy challenges, we’ll conduct an in-depth analysis to uncover the root causes of low financial knowledge. Our action plan will provide targeted solutions to strengthen your team’s financial acumen and decision-making abilities.