Financial Education Partnerships
Learn how we work with schools and companies to provide their students and employees with free resouces to put them on a healthy financial path
Are there any costs associated with the partnership?
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Nope. Its that simple. All our services are free to both the organizations (school or company) and its students or employees
How do you make money?
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Our entire firm oversees around $4 billion which means we have enough money to finance our partnerships. Our goal is to 1. educate young professionals financially (something that is missing in the US) and 2. create a relationship that is valuable enough that a few students or employees choose to work with us after they the school or company
Are you fiduciary advisors?
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Yes, we are fiduciaries. This means legally any advice we give to your students or employees must be in their best interest
What type of issues do you help students / employees with?
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Pretty much anything that effects their finances. Debt, marriage, divorce, kids, investing, retirement, buying a house or car, insurance, traveling, etc. All of our members are licensed financial advisors and have experience working with individuals regarding these topics.
Can we customize the partnership?
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