Financial Education

The Financial Smith's Financial Wellness service is designed to bridge the knowledge gap. We provide tailored educational programs for corporations, employees, and individuals that demystify complex financial concepts. Whether it is an executive workshop on understanding financial statements or an employee wellness program focused on personal wealth building, our goal is to foster financial fluency and confidence.

Education

Empowerment

Fluency

financial education
financial education
financial education
Executive financial coaching session focusing on personal wealth strategy.
Executive financial coaching session focusing on personal wealth strategy.
Executive financial coaching session focusing on personal wealth strategy.

What we do

Building confidence through financial fluency

Financial stress impacts productivity and decision-making. We combat this by providing accessible, expert-led education. Our programs move beyond theory to provide practical skills—from reading a P&L to managing personal liquidity. We believe that when people understand the mechanics of money, they make decisions that benefit both their personal lives and the organizations they serve.

Services Offered

Education for every stage of growth

We deliver engaging, curriculum-based learning experiences for groups and individuals.

1

Employee Wellness Workshops

Corporate seminars on budgeting, retirement planning, and debt management to reduce employee stress.

1

Employee Wellness Workshops

Corporate seminars on budgeting, retirement planning, and debt management to reduce employee stress.

1

Employee Wellness Workshops

Corporate seminars on budgeting, retirement planning, and debt management to reduce employee stress.

2

Financial Fluency for Managers

Training non-finance executives to read balance sheets and understand the financial impact of their decisions.

2

Financial Fluency for Managers

Training non-finance executives to read balance sheets and understand the financial impact of their decisions.

2

Financial Fluency for Managers

Training non-finance executives to read balance sheets and understand the financial impact of their decisions.

3

Executive Coaching

One-on-one sessions for leaders to address complex personal or business financial challenges.

3

Executive Coaching

One-on-one sessions for leaders to address complex personal or business financial challenges.

3

Executive Coaching

One-on-one sessions for leaders to address complex personal or business financial challenges.

4

Next-Gen Wealth Education

Specialized programs for younger generations on building credit, investing, and wealth stewardship.

4

Next-Gen Wealth Education

Specialized programs for younger generations on building credit, investing, and wealth stewardship.

4

Next-Gen Wealth Education

Specialized programs for younger generations on building credit, investing, and wealth stewardship.

5

Entrepreneurial Finance 101

Teaching founders the critical basics of cash flow, unit economics, and fundraising.

5

Entrepreneurial Finance 101

Teaching founders the critical basics of cash flow, unit economics, and fundraising.

5

Entrepreneurial Finance 101

Teaching founders the critical basics of cash flow, unit economics, and fundraising.

6

Custom Curriculum Design

Developing bespoke educational materials and resources tailored to your organization's needs.

6

Custom Curriculum Design

Developing bespoke educational materials and resources tailored to your organization's needs.

6

Custom Curriculum Design

Developing bespoke educational materials and resources tailored to your organization's needs.

How we work

Our educational approach

financial education
financial education
financial education

We combine expert knowledge with engaging delivery to ensure concepts stick.

Needs Assessment

We survey the audience to identify knowledge gaps and specific areas of financial stress.

Needs Assessment

We survey the audience to identify knowledge gaps and specific areas of financial stress.

Needs Assessment

We survey the audience to identify knowledge gaps and specific areas of financial stress.

Curriculum Design

We tailor our content modules to match the experience level and goals of the participants.

Curriculum Design

We tailor our content modules to match the experience level and goals of the participants.

Curriculum Design

We tailor our content modules to match the experience level and goals of the participants.

Interactive Delivery

We conduct workshops or coaching sessions using real-world examples and interactive tools.

Interactive Delivery

We conduct workshops or coaching sessions using real-world examples and interactive tools.

Interactive Delivery

We conduct workshops or coaching sessions using real-world examples and interactive tools.

Impact Evaluation

We measure participant feedback and knowledge retention to refine future sessions.

Impact Evaluation

We measure participant feedback and knowledge retention to refine future sessions.

Impact Evaluation

We measure participant feedback and knowledge retention to refine future sessions.

A workshop facilitator gesturing towards a presentation screen while engaging with an audience in a corporate setting.
A workshop facilitator gesturing towards a presentation screen while engaging with an audience in a corporate setting.
A workshop facilitator gesturing towards a presentation screen while engaging with an audience in a corporate setting.

Get in Touch

Stop Guessing. Start Strategizing.

Financial clarity is just one conversation away. Fill out the form to schedule a consultation and see how we can turn your data into a competitive advantage.

Close up of hands writing in leather notebook on wooden desk
Close up of hands writing in leather notebook on wooden desk
Close up of hands writing in leather notebook on wooden desk

Other Services

Data visualization monitor close up
Real-Time Data & Dashboards

Transform complex data into clear, real-time insights that drive faster, smarter business decisions.

Data visualization monitor close up
Real-Time Data & Dashboards

Transform complex data into clear, real-time insights that drive faster, smarter business decisions.

Data visualization monitor close up
Real-Time Data & Dashboards

Transform complex data into clear, real-time insights that drive faster, smarter business decisions.

Budget
Forecasting & Budgeting

Architect your future with precision budgeting, dynamic forecasting, and advanced financial modeling.

Budget
Forecasting & Budgeting

Architect your future with precision budgeting, dynamic forecasting, and advanced financial modeling.

Budget
Forecasting & Budgeting

Architect your future with precision budgeting, dynamic forecasting, and advanced financial modeling.

Financial Presentation
Investor & Funding Presentations

Craft compelling financial narratives and visual presentations that secure funding and stakeholder buy-in.

Financial Presentation
Investor & Funding Presentations

Craft compelling financial narratives and visual presentations that secure funding and stakeholder buy-in.

Financial Presentation
Investor & Funding Presentations

Craft compelling financial narratives and visual presentations that secure funding and stakeholder buy-in.

Person reviewing financial documents
Financial Health Check

Comprehensive diagnostic reviews to identify risks, uncover inefficiencies, and validate financial stability.

Person reviewing financial documents
Financial Health Check

Comprehensive diagnostic reviews to identify risks, uncover inefficiencies, and validate financial stability.

Person reviewing financial documents
Financial Health Check

Comprehensive diagnostic reviews to identify risks, uncover inefficiencies, and validate financial stability.

Bookkeeper inputting financial data into accounting software
Financial Systems Setup & Automation

Streamline operations with modern financial software, integrated workflows, and automated reporting.

Bookkeeper inputting financial data into accounting software
Financial Systems Setup & Automation

Streamline operations with modern financial software, integrated workflows, and automated reporting.

Bookkeeper inputting financial data into accounting software
Financial Systems Setup & Automation

Streamline operations with modern financial software, integrated workflows, and automated reporting.