Areas of expertise

We deliver a tailored approach to all our clients which ensures the best possible result for every sector

The team at FLD has over 40 years experience delivering financial advice to a wide variety of businesses. Our training courses are custom built for every sector on every level to ensure great results every time.




Our team interfaces with the executive decision makers within your organization, putting together the best Financial Literacy training for your team. We take your vision for a well-educated and financially responsible workforce and bring it to life. Contact us to find out more.



Whatever population you serve, we can help. Bringing financial literacy and knowledge to those who need it the most is our passion and our specialty. Contact us to learn more about how we can help bring financial education to your organization.


Dental/Medical Practices

Running a practice can be daunting; we are here to help. Specializing in financial training for dentists, doctors, chiropractors, and more, the FLD team can help navigate the nuances and challenges of operating a practice so you can focus on what you do best - helping people. Contact us to learn more.


Child Care

FLD is the ideal training and guidance for those who devote their time and talents to caring for our young. Working either remotely or on-site, we come to you and help raise the financial knowledge of your team. Often, this added benefit can be the differentiating factor in employee retention for you, and peace of mind for your staff. Contact us and schedule a meeting with one of our experts now.


Service Industry

The FLD team brings extensive knowledge of the service industry to each workshop we offer. With diverse backgrounds and staff from all walks of life, we know that a tailor-made financial literacy course can make the difference in employee retention and reliability. Contact us to learn about our courses for your team.



We offer onsite classes for inmate populations across the country. Helping both those recently released and those awaiting release to prepare for the outside world; our financial education and training adds a critical piece to the puzzle. Contact us to learn more.