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Business Meeting

Financial Literacy
Our Approach

Learn to manage your finances by creating a foundation for success.  This course will cover the building blocks of a sound financial plan and will illustrate how changing your habits and attitude has an enormous impact on your financial well being.

  • Change your mindset and attitude about money

  • ​Understand budgeting concepts

  • Understand components of a healthy budget​

  • Know where to go for help and learn on your own


We work closely with your team to outline the needs that will guide your long-term vision, and we support the journey with change management strategies.


We advise you on both individual and team change-management strategies and make sure voices are heard in order to foster accountability and encourage change throughout the organization.


We help you measure employees’ attitudes and behaviors, delivering a data-rich fact base that describes your current state that translates into measurable goals.


Our expertise is grounded by our own track record as well as the experiences of internal and external partners and practitioners.

The Effects of Financial Literacy Training

Diversity Students

Course Material Promotes

Awareness and strategies for identifying gaps in financial literacy.

Identifying obstacles preventing financial literacy.

Techniques that can be used personally and professionally to increase financial literacy.

Support Group

Who Benefits

Everyone:  Because this affects everyone!

Educational Institutions: (High Schools/Colleges/Adult Continued Ed Programs, eLearning Institutions)​

Professional Entities: (Non-Profit, Law Enforcement Agencies, HealthCare Facilities, Humane Service Centers, Government Agencies, Corporate America)  ​

Informal Education: (Museums, Nature Reserve/Wildlife Conservation Facilities)   ​

College Students

Why Is It Important?

Individual: how it affects a person's ability to maintain financial wellness.

Group: how financial decisions impact close relationships.

Company: how it affects the overall welfare of your organization.

Local Impact: how financial literacy impacts the community either positively or negatively.​

Worldly Impact: how it affects interactions/transactions with people of the world.  ​


76% of U.S. Citizens are living paycheck to paycheck, even families with two incomes.


40% of U.S. Citizens cannot afford a financial emergency costing $400 or more.


46% of U.S Citizens have less than $10,000 in retirement funds saved. 


Since the COVID-19 Pandemic, 60% of U.S. Citizens indicate that they feel extremely anxious about their financial situation.

Source: FINRA

Financial Literacy Course

This is an introduction to the 15-week course created by Phase Consulting that covers Financial Literacy.

Calculate Savings

Try our Financial Literacy Budgeting Sample Course.

Dollar Bill in Jar

Financial Literacy Training Agenda

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