Financial Planning.
Financial Planning Made For You
At The Brands + Bands Strategy Group, we believe financial planning isn’t just for the wealthy—it’s for anyone who wants to take control of their money and create a plan for their future. With my background as both a Financial Planner and Educator, I make understanding your money simple, clear, and actionable.
Everyone’s financial journey is different. That’s why we take a personalized approach to financial planning. Whether you’re focused on paying off debt, saving for retirement, investing, or building wealth for future generations, We’ll work with you to develop a plan that fits your unique goals and lifestyle.
Here’s how we can help:
1:1 Financial Planning
Sometimes, you just need someone to break it all down with you. My one-on-one sessions are designed to help you:
Build a realistic budget that works with your lifestyle.
Identify hidden money leaks so you can keep more of what you earn.
Create a cash flow plan that helps you meet your financial obligations and goals.
Plan for major milestones like buying a home, growing your family, or retiring.
Get a handle on debt with strategies to pay it off faster.
Set up your savings plan with tools like HYSAs, sinking funds, and emergency funds.
Start or optimize investments based on your goals.
Together, we’ll create a customized roadmap to guide your next steps and make managing your finances feel less overwhelming.
Workshops
Learn the basics (and beyond!) with workshops covering budgeting, investing, retirement planning, and more. Nadia has spoken at conferences and events, both virtually and in person, helping individuals and groups level up their financial knowledge. Ready to bring a workshop to your team or organization? Email for more information.
Online Courses + Digital Products
Prefer to learn at your own pace? Our online courses are perfect for diving into practical, easy-to-understand lessons on topics like budgeting, investing, and saving. Coming soon: a collection of digital products designed to help you organize your finances, set clear goals, and create strategies you can stick to. These tools will give you quick wins and the clarity you need to take control of your money.
Layered Context: Blog, Social Media, And Newsletter
Looking for tips you can use today? Explore our blog for straightforward advice and strategies that make personal finance easy to understand and apply to your everyday life. Want even more? Subscribe to our newsletter for bi-weekly money insights, blog updates, and exclusive financial tips to help you stay on track and informed. Also, give a follow on social media (linked in the header)
Taking charge of your finances doesn’t have to be overwhelming or complicated. Let’s make it manageable and tailored to you. Ready to get started? Let’s connect today!
Partnering For
Financial Wellness + Financial Impact
At The Brands + Bands Strategy Group, we collaborate with civic groups, companies, financial institutions, and other organizations to make financial wellness accessible and impactful. Led by Nadia Vanderhall, a Financial Planner, Educator, and senior marketing expert, we empower organizations to enhance their financial literacy initiatives through dynamic workshops, customized curriculums, and strategic brand messaging.
Here’s how we can partner with your organization:
Workshops + Financial Wellness Programs
From small team sessions to large-scale conferences, we create engaging workshops tailored to your audience. These workshops cover essential financial topics like budgeting, investing, retirement planning, and building generational wealth. Each session is designed to meet participants where they are, making financial concepts relatable and actionable. Topics can also be customized to align with your organization’s goals or event themes.
Employee Resource Groups (ERGs) + Financial Wellness Initiatives
Helping employees improve their financial well-being benefits everyone. We work with companies to develop financial wellness programs for their ERGs, offering personalized workshops, resources, and actionable tools. These programs equip employees to take charge of their money, reduce financial stress, and make informed decisions about their financial future.
Curriculum Development
Whether you're a nonprofit, school, or corporate organization, we develop customized financial education curriculums designed to engage and educate. Our programs are built to provide practical steps and real-world applications, helping your audience develop lifelong money skills.
Brand Messaging + Content Creation
With Nadia Vanderhall’s extensive experience as a senior marketing expert, we help financial institutions and publications connect with their audiences. We create impactful brand messaging, UGC, articles, and resources that educate, inform, and inspire. From crafting content about the personal economy to building messaging that aligns with your brand’s mission, we ensure your organization’s voice resonates.
Why Partner with The Brands + Bands Strategy Group?
Proven Expertise: Nadia Vanderhall brings years of experience as a Financial Planner, Educator, and marketing strategist who has worked with organizations like Public Invest and Commonwealth; along with having worked in marketing capacities at financial institutions.
Personalized Approach: We tailor every workshop, curriculum, and resource to meet the unique needs of your audience or team.
Engaging Delivery: Nadia’s speaking style combines real-world insights, practical advice, and a touch of storytelling to keep participants engaged and empowered.
Let’s work together to build financial confidence, empower your audience, and drive meaningful change. Ready to collaborate? Contact us today!
