SERVICES

Let’s face it I love engaging in difficult conversations. conflict creates growth.

My services are in writing, speaking, trainings and curriculum. I have 10+ years of it! But I’ve learned that throughout my experiences conversations need to set norms, metrics, and outcomes.

In all my services I include ground breaking research, practical takeaways, and humor because no one wants boring content.

Writing

My specialty is presenting ground-breaking research that’s digestible and shareable. Don’t you want to get your shareable content in front of as many eyeballs as possible?

That means:

• You’ll receive sound advice from an MBA- Finance Writer

• Cleanly sited research with Case Studies

• Practical take-aways

Topics I write about include:

• Personal Finance

• Money

• Behavior patterns

• Women of Color money behavior patterns

• Flow psychology

• Personality Types

• Financial Wellness

• Diversity and Inclusion

Speaking/Trainings

My vision is to provide the current generation with a disruptive inclusivity blueprint. This program takes individuals through a roadmap of skills they need to understand their financial landscape.

For over two years, I’ve spoken about personal finance in corporations, non-profits, and events. Some noticeable clients are PIDC, JEVs, and University of Delaware. Prior to that I founded a company called The Quarter Design which created training for HR departments about engaging millennials in the workplace.

I’ve created groundbreaking research around inclusivity in the work place. My trainings and talks are asking the question What does it mean to be financially well?

Through these ideas we can create a financial dialogue around how we feel at work, home, and in our relationships. We know that the number one cause of stress is money at work and psychological safety, but not many people are having the honest conversation around that.

Diversity and Inclusion Speaking and Trainings:

•  Our Money Stories  

• Your Financial Wellness Plan 

• Create Your Leadership Map

• Equal Pay Day

On the Goga Partnership

If you want a full pledged financial wellness package for your HR including all things wellness — On the Goga

I teach four classes with OTG:

• Money Mindset

• What’s Your VALUE?  

• Budget Happy

• Cash Flow

Curriculum

I have over 8 years of creating curriculums and training. Some notable I’ve partnered with LearnZillion, TYP Communications, and On Route Financial.

Who is this for?

Companies that want to have an online presents but don’t have the time.

• Create Course Content

• Clear Objectives

• Case Study Outcomes

• Publicity Kit

I’ll be upfront and honest: I don’t come cheap. Since you’re in business, you know that quality is key. That means taking the time to do things right, which you and I know takes time. I only take one client a quarter.

Ready to get the ball rolling? Email me at moneyandflowpodcast@gmail.com and I’ll reply within 24 hours.

Financial Advisors

I created a course called Diversify Your Market for my MBA Capstone Project. In this course, I interviewed financial firms and asked the question what are the biggest step between creating an inclusive financial firm. We realized the first step to create a diversified market is to state what you stand for in your business plan.

This is a step-by-step course that helps Financial Advisor Write a Diversity Business Plan. Plus it’s FREE!

It includes:

• Case Studies

• Business Plan