A tailored approach that

suits everyone

FLD ties all the key pieces seamlessly together and

 empowers you to take control of your financial destiny.

A tailored approach that suits everyone

FLD ties all the key pieces seamlessly together and empowers you to take control of your financial destiny

What we do​

FLD is committed to teaching as many people as

possible to become financially literate and to write

their own future. This will bring lasting benefits to

themselves, their businesses, their families and their


80% of Americans wake up in debt every single day.​

High quality financial education & its application are the solutions to this problem.

Our focus areas​

We bring our expertise to multiple sectors, teaching from the ground up.


Executive Level

FLD integrates with your organization’s key decision makers to provide a tailored Financial Literacy Workshop for your team. One informed decision can have a positive effect on an entire company’s well-being and future performance. You tell us when, where, and how your staff will benefit the most from our course, and leave the rest to us.


Small Businesses

Every small-to-medium sized business has its own unique challenges, and we understand these better than most. Your employees are more than just your staff; they are like family. We bring our Financial Literacy training to you to help those who you value most in your business. A team that feels secure in their financial well-being is a happier, more stable, and more productive team that will engage with your customers and take pride in their work.



Our team brings over 40 years of not-for-profit consulting, advisory, accounting, volunteer, and managerial experience to our program. We understand the issues within this complex arena, and we know the consumers your organization serves can benefit significantly from our Financial Literacy in a Day Program. CONTACT US so we can help you bring a tailor-made financial wellbeing workshop to life for your mission.

We plan, we write, we deliver.

FLD does all the heavy lifting up front, so when you use ourservice you get the best possible result every time.

Starting in your 20’s and putting just 5% of your pay check into your
retirement would make you a millionaire if you retired at age 50.


Online Course

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Onsite Workshop

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Virtual Training

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Financial Expertise

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Trusted Partnerships

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