The Financial Wisdom Institute is committed to empowering African American communities through specialized financial education that paves the way to economic freedom and security. We deliver a comprehensive curriculum through innovative online courses, interactive workshops, and targeted financial literacy programs. Through strategic partnerships with schools, nonprofits, and community organizations, we amplify our reach and deepen our impact, ensuring that our educational efforts foster substantial community transformation. Our mission extends beyond teaching—we aim to heal personal financial relationships, cultivate sustainable financial habits, and enhance economic well-being, equipping our learners with the tools to thrive. As we look to the future, The Financial Wisdom Institute envisions a world where every individual in our community
Offerings
Comprehensive Personal Finance Strategy
This service offers a complete suite of personal financial planning, including life insurance, wills and powers of attorney (POA) preparation, credit management, and budgeting. Tailored to meet individual needs, it ensures clients are equipped for financial security and legacy planning.
A Cup fo Finance Blog
A Cup of Finance Blog is your go-to destination for digesting bite-sized financial wisdom one sip at a time. Whether you're starting your morning with a coffee or winding down with tea, our blog serves up practical financial tips and insights that are easy to understand and implement.
A Cup fo Finance Blog
A Cup of Finance Blog is your go-to destination for digesting bite-sized financial wisdom one sip at a time. Whether you're starting your morning with a coffee or winding down with tea, our blog serves up practical financial tips and insights that are easy to understand and implement.
Personal Finance Toolkit
The Toolkit offers a comprehensive suite of resources designed to empower individuals in effective financial management. This Toolkit includes practical tools like budget templates, educational materials such as books, workbooks and a range of free financial worksheets to help users practice and implement
the strategies learned.
Family & Friends Financial Forum
This interactive online service provides families or groups of friends with the opportunity to engage directly with financial strategists. Participants can ask any financial questions they have in a supportive and informative setting, fostering collective financial literacy and planning.
Family & Friends Financial Forum
This interactive online service provides families or groups of friends with the opportunity to engage directly with financial strategists. Participants can ask any financial questions they have in a supportive and informative setting, fostering collective financial literacy and planning.
Workplace Financial Literacy Masterclasses
Specialized masterclasses designed to enhance financial literacy among employees. This service covers essential topics like savings, investments, and retirement planning, contributing to a financially informed workforce.
Collective Financial Coaching Circles
Group coaching sessions that bring individuals together to learn and grow their financial knowledge. These sessions focus on collaborative learning and shared experiences to enhance financial understanding and application.
Collective Financial Coaching Circles
Group coaching sessions that bring individuals together to learn and grow their financial knowledge. These sessions focus on collaborative learning and shared experiences to enhance financial understanding and application.
Digital Finance Academy
Self-paced, pre-recorded courses that allow learners to absorb financial knowledge at their convenience, covering a wide range of topics from basic financial literacy to advanced investment strategies.
Live Finance Masterclasses
Engage directly with financial experts in live sessions designed to teach, inspire, and empower individuals through interactive and intensive financial learning experiences.
Live Finance Masterclasses
Engage directly with financial experts in live sessions designed to teach, inspire, and empower individuals through interactive and intensive financial learning experiences.
Small Business Finance Readiness
This one-on-one coaching service is specifically designed for small business owners and presidents who are preparing to seek funding. The service offers personalized guidance to develop a robust financial strategy that aligns with the business's funding goals.
