Financial Education + Strategy

  • Financial/ Personal Finance Workshop Facilitator And Speaker

    We partner with organizations, corporations, small groups, and Employee Resource Groups (ERGs) to deliver tailored financial education and planning that meets the unique needs of their members.

    Empower your employees and customers to achieve their financial goals through our engaging and informative financial wellness workshops.

    Our Workshops Provide:

    Customized Content: Each workshop is tailored to align with the specific goals and challenges faced by your organization or ERG, ensuring relevance and engagement.

    Group Engagement: Interactive sessions encourage discussion and collaboration, fostering a sense of community among participants.

    Resource Materials: Participants receive helpful handouts and tools that can be referenced long after the workshop ends.

    Follow-Up Support: Organizations benefit from continued engagement through follow-up sessions, additional resources, and access to online communities.

    Topics Covered Include:

    Personal Finance Basics: Essential skills in budgeting, saving, investing, and debt management.

    Retirement Planning: Strategies for saving enough money to retire comfortably.

    Financial Wellness: Ways to reduce stress and enhance overall financial well-being.

    Additional Money Topics: Insights into credit scores, employee benefits, insurance, and more.

    By partnering with me, your organization can empower its members with the financial literacy they need to thrive, contributing to overall employee well-being and satisfaction!

  • Brand Messaging For Organizations + Groups

    As a former financial services professional turned financial planner and educator, Nadia understands the importance of clear and concise brand messaging. In an industry often perceived as complex and jargon-heavy, your messaging must cut through the noise to effectively communicate your unique value proposition to potential customers in an informative and engaging way.

    We can help you develop and implement a brand messaging strategy that connects with your target audience and drives your business goals. With a deep understanding of the financial services landscape and its challenges, Nadia can guide you in creating messaging that is both impactful and authentic.

    Services Offered:

    Brand Messaging Development: Together, we’ll define your brand identity and craft a messaging strategy aligned with your values, goals, and audience.

    Brand Messaging Implementation: We’ll assist in rolling out your brand messaging across all marketing channels, including your website, social media, advertising, and internal communications.

    Brand Messaging + Curriculum Training: We offer training for your employees to ensure consistent communication of your brand message to customers and stakeholders.

    Contact us today to learn how we can help you develop and implement a brand messaging strategy that resonates with your audience and supports your business objectives!

  • A Combination?

    Maybe what you need looks like a combination of both, connect with us to leverage what we can build toward your goals for your brand, platform, or idea.

  • Brand and Content Strategy

    We Bridge the Gap Between Brands and Audiences

    We provide compelling content that connects with your audience and drives measurable results. Our offerings include crafting engaging materials such as eBooks, website copy, and emails, developing strategic narratives, and creating reusable templates. Let’s collaborate to elevate your brand!

    Benefits of Our Services:

    Engaging Content: We create content that resonates with your audience, driving engagement and results (UGC as well).

    Strategic Storytelling: Our narratives align with your brand’s values and objectives, ensuring cohesive messaging.

    Tailored Solutions: Whether through freelance writing or collaborative partnerships, we adapt to meet your specific needs.

    Types of Projects We Curate:

    Collateral Updates: eBooks, social media creatives, product sheets, reports, and more.

    Content Updates: Refreshing your website, blogs, white papers, presentations, and emails.

    Template Development: Creating reusable templates to streamline your content processes.

    Freelance Writing: Specializing in personal finance and money-focused topics, with work samples available upon request.

    Governmental and Corporate Contracting: Expertise in financial education and strategy content development for government entities and corporations, ensuring compliance and delivering effective solutions at scale.

    If you have additional ideas or projects you’d like to discuss, please reach out to set up a time for further conversation via email.