As Program Manager with Local Initiatives Support Corporation (LISC) in Toledo, Ohio, Valerie Moffitt was seeking to create a productive connection between financial coaches and coaching clients. Moffitt’s organization supports...
Joanie Davis, Community Initiatives Director at United Way of Henry County and Martinsville, was looking for a way to train financial services professionals to easily understand the emotional and behavioral...
As part of its asset building program, Real$ense, the United Way of Northeast Florida offers community financial education classes, free tax prep and matched-savings Individual Development Accounts. The organization was...
Pastor Kyle Helmink, pastor of counseling and premarital counseling team at Lincoln Berean Church, has been leading the nine week pre-marital class for over 20 yrs. He knew that Dr....
Catholic churches and dioceses use Money Habitudes in marriage preparation programs to help couples better understand themselves and their partners when it comes to money and finances. Valerie Conzett, director...
Heath Carelock, MPS, PMP®, AFC®, Director of the Financial Empowerment Center at Prince Georges Community College, works in partnership with the United Way of the National Capital Areato provide financial...
Participants in the financial classes at Women, Work & Community in Maine are often there because of a crisis like unemployment or divorce -- so they’re looking for support in...
Donna Stallings, a case manager at Virginia Supportive Housing (VSH), was looking for a way to build trust with her clients – and help them better understand their spending habits....
The State of Texas mandates that any Texan who files for bankruptcy must attend a bankruptcy class which focuses on how to avoid bankruptcy in the future. Beverly Mercer, a...
Saundra Davis knows getting students to understand the role of habits, attitudes, emotions and behaviors in their personal finances can lay the foundation for strong, lifelong financial skills. Davis, the...
Tony Owings, a certified financial planner at A.R. Owings Financial Strategies, was searching for a process that would put his clients at ease, create a positive environment and help them...
Robert Cain of Arque Capital Ltd in Scottsdale, AZ was challenged with getting participants in his financial planning classes to look at how and why they spend and save –...
Meghann Shutt’s job as program manager for financial security at Baltimore CASH Campaign is to better prepare foster kids transitioning out of the foster care system, including teaching them financial...
A national non-profit based in San Francisco, My Path integrates banking and saving into youth employment programs. Senior Program Manager Carlo Solis uses Money Habitudes in MyPath’s foundational summer and...
“Learn To Earn: The Youth Financial Empowerment Initiative” is an innovative financial literacy program that brings together parents and kids to develop financial skills over the course of a school...
Amanda Christensen wanted to develop a scalable peer teaching financial literacy program that was fun but also easy enough for kids to teach other kids how to use. An extension...
The MSU College of Veterinary Medicine is recognized as a global leader in veterinary health education through a cost-effective, learner-centered education for career-ready, high-value graduates. Dr. Donna Harris was concerned...
In her role as a family and consumer sciences educator with Oklahoma State University Extension Service, Belinda Pfeiffer must tailor her talks about money to different audiences, which was often...
Catherine Morgan, founder and CEO of The Money Panel, is based in the UK. She is a qualified financial planner and certified money coach. The Money Panel has a very...
When TG Tay introduced Money Habitudes to financial advisors in Singapore in 2009, They were among the first financial professionals in Asia to be introduced to the benefits of addressing...
The U.S. Marine Corps customized Money Habitudes materials to be used as the foundation of the innovative Marine Corps personal financial education training course called Your Money Personality. This program...
Madeleine Greene, Military Family Life Counselor-personal finance at Zeiders Enterprises and contractor for the Department of Defense, often found it challenging to motivate and inspire participants in her financial management...
Pastor Kyle Helmink, pastor of counseling and premarital counseling team at Lincoln Berean Church, has been leading the nine week pre-marital class for over 20 yrs. He knew that Dr....
Stronger Families is focused on supporting healthy marriages and stronger families for military, first responders and veterans. Their program, Oxygen for your Relationship, is also a hallmark for the military...
As Program Manager with Local Initiatives Support Corporation (LISC) in Toledo, Ohio, Valerie Moffitt was seeking to create a productive connection between financial coaches and coaching clients. Moffitt’s organization supports...
Joanie Davis, Community Initiatives Director at United Way of Henry County and Martinsville, was looking for a way to train financial services professionals to easily understand the emotional and behavioral...
As part of its asset building program, Real$ense, the United Way of Northeast Florida offers community financial education classes, free tax prep and matched-savings Individual Development Accounts. The organization was...
Pastor Kyle Helmink, pastor of counseling and premarital counseling team at Lincoln Berean Church, has been leading the nine week pre-marital class for over 20 yrs. He knew that Dr....
Catholic churches and dioceses use Money Habitudes in marriage preparation programs to help couples better understand themselves and their partners when it comes to money and finances. Valerie Conzett, director...
Heath Carelock, MPS, PMP®, AFC®, Director of the Financial Empowerment Center at Prince Georges Community College, works in partnership with the United Way of the National Capital Areato provide financial...
Participants in the financial classes at Women, Work & Community in Maine are often there because of a crisis like unemployment or divorce -- so they’re looking for support in...
Donna Stallings, a case manager at Virginia Supportive Housing (VSH), was looking for a way to build trust with her clients – and help them better understand their spending habits....
The State of Texas mandates that any Texan who files for bankruptcy must attend a bankruptcy class which focuses on how to avoid bankruptcy in the future. Beverly Mercer, a...
Saundra Davis knows getting students to understand the role of habits, attitudes, emotions and behaviors in their personal finances can lay the foundation for strong, lifelong financial skills. Davis, the...
Tony Owings, a certified financial planner at A.R. Owings Financial Strategies, was searching for a process that would put his clients at ease, create a positive environment and help them...
Robert Cain of Arque Capital Ltd in Scottsdale, AZ was challenged with getting participants in his financial planning classes to look at how and why they spend and save –...
Meghann Shutt’s job as program manager for financial security at Baltimore CASH Campaign is to better prepare foster kids transitioning out of the foster care system, including teaching them financial...
A national non-profit based in San Francisco, My Path integrates banking and saving into youth employment programs. Senior Program Manager Carlo Solis uses Money Habitudes in MyPath’s foundational summer and...
“Learn To Earn: The Youth Financial Empowerment Initiative” is an innovative financial literacy program that brings together parents and kids to develop financial skills over the course of a school...
Amanda Christensen wanted to develop a scalable peer teaching financial literacy program that was fun but also easy enough for kids to teach other kids how to use. An extension...
The MSU College of Veterinary Medicine is recognized as a global leader in veterinary health education through a cost-effective, learner-centered education for career-ready, high-value graduates. Dr. Donna Harris was concerned...
In her role as a family and consumer sciences educator with Oklahoma State University Extension Service, Belinda Pfeiffer must tailor her talks about money to different audiences, which was often...
Catherine Morgan, founder and CEO of The Money Panel, is based in the UK. She is a qualified financial planner and certified money coach. The Money Panel has a very...
When TG Tay introduced Money Habitudes to financial advisors in Singapore in 2009, They were among the first financial professionals in Asia to be introduced to the benefits of addressing...
The U.S. Marine Corps customized Money Habitudes materials to be used as the foundation of the innovative Marine Corps personal financial education training course called Your Money Personality. This program...
Madeleine Greene, Military Family Life Counselor-personal finance at Zeiders Enterprises and contractor for the Department of Defense, often found it challenging to motivate and inspire participants in her financial management...
Pastor Kyle Helmink, pastor of counseling and premarital counseling team at Lincoln Berean Church, has been leading the nine week pre-marital class for over 20 yrs. He knew that Dr....
Stronger Families is focused on supporting healthy marriages and stronger families for military, first responders and veterans. Their program, Oxygen for your Relationship, is also a hallmark for the military...
Szifra Birke is an experienced psychotherapist who transitioned to coaching and has had a private practice in the Boston area for more than 30 years. She found it easier to...
Kelly Chicas, a Board Certified licensed professional clinical counselor with Albuquerque Family Counseling, uses Money Habitudes as a tool to draw clients into conversations when money is identified as an...
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