Financial Education
About
We provide financial education and professional development training with an emphasis on providing strategies for achieving goals despite obstacles (e.g., busy schedules, suboptimal income, -isms, procrastin-itis). Our curricula are designed to be immediately applicable to participants’ lives.
We offer a variety of presentation formats from single-topic, small group discussions to multi-day workshops for large groups. We present on-site and on-line in five languages (i.e., English, Spanish, French, Mandarin, and Cantonese). Need another language? Let us know!
Post-presentation coaching can be added to assist participants as they apply strategies learned to their lives. Click here for more information.
Below is a sample of topics we’ve covered in the past.
Topics
- Budgeting
- Managing Credit
- Investing
- Financial Planning
- Career Planning
- Family Financial Literacy
We deliver presentations in English, Spanish, French, Mandarin, and Cantonese.
Each Workshop Package Includes:
- A pre-planning session with your Sole Strivers instructor
- A program customized for your audiences
- On-time, high-quality delivery of the program in the desired languages
- Tools to help participants apply personal finance skills and strategies to their own goals
- Follow-up sessions and on-site coaching if requested
Train-the-Trainer programs
Tell us about your trainers and the audiences they serve and we will produce training and coaching programs that are easy to understand and deliver.
Financial Fitness Series
Tell us about your audience and your goals for your audience and we will create a customized, multi-workshop program that helps you and your audience reach the goals identified for each group.
Financial Transition Series
Do you have an audience who are experiencing financial transitions (e.g., college students, public housing residents, workforce development program participants, new homeowners)? Let’s create an education series for them that triples their chances of succeeding in their endeavors.
Client Testimonial
The Sole Strivers Difference
Our curricula, coaching programs, and tools recognize and respect a client’s starting point. Once participants experience successes in their original environment, we help them create conditions more conducive to building wealth.
To help participants integrate new habits into their daily lives, we teach time management, negotiation, and project management using simple language, images, and mnemonics to help clients succeed regardless of literacy level.
We also provide execution assistance including progress tracking, reminders, and project task completion (when necessary). Execution assistance ensures clients stay on track and results in high success rates.