Welcome to our world. See how we define it.

Financial Literacy

True, this type of literacy may include the ability to read a balance sheet, but we think it’s more closely related to driving than to reading. Myriad skills and knowledge go into navigating the world behind the wheel. And they’re skills that we (should!) strengthen as we gain experience, right? To navigate the world of financial decisions and behaviors similarly requires myriad skills and knowledge that (should) strengthen through experience. We have years of experience helping our clients help their stakeholders establish and/or build upon a foundation of financial literacy — to learn as well as learn how to learn as they go.