ATM “All Things Money ” is a 4-week financial coaching model for households seeking additional training and coaching for asset attainment and wealth building. Phe ’be coaches have a clear understanding of the needs of this population, as well as of the types of social services, products, programs and other resources that are available. 

Operation Ownership is a 4-week program that targets households desiring to become “ owners ” of their finances. It consists of classroom training and one-on-one counseling covering financial topics like budgeting and managing money, safeguarding credit, preventing identity theft, banking skills, and goal setting and homeownership.

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Living a Legacy is a workshop that provides older adults ages 55 and up with wealth wellness check-ups, scam, and fraud prevention tools to help increase seniors’ financial awareness, protect them from predatory lenders, and engage them in estate stabilization.

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Through Peer to Peer mentoring and Financial Facilitators we teach skills needed for stronger budgeting, credit, saving and investing, greater comfortability in making connections with professionals and greater confidence in ability to make financial decisions independently. -increased network of financial professionals and like-minded peers. (podcast, classes + panel discussion) 

Students and young adults (age 21-39) can participate in a 4-week curriculum designed to address the importance of personal money management, managing credit, and home ownership.