The Consulting Partner Organizations Trust

Financial Wellness Navigators brings more than 25 years of national leadership to every engagement. We partner with nonprofits, government agencies, financial institutions, and workforce development organizations to design financial wellness programs that produce real outcomes — from policy to practice. As a boutique firm, when you work with us you work directly with the expert. No layers. No handoffs. Just deep expertise and a genuine commitment to the people you serve.

What We Do

Consulting & Strategic Program Design

We partner with organizations to design disability-inclusive financial wellness programs that produce measurable outcomes. From initial strategy through full implementation, we translate expertise into practical programs that work in the world.

✦ Proven Impact
Managed a disability-focused financial wellness initiative highlighted in a U.S. Presidential budget briefing to Congress for its positive impact on economic self-sufficiency outcomes.

Curriculum Development & Technical Assistance

Author of nationally deployed curricula with technical assistance to organizations embedding financial wellness into service delivery. Includes grant writing support to fund these initiatives.

✦ Proven Impact
Co-authored disability-specific Better Money Habits lessons with Bank of America and Special Olympics International, and Financial Inclusion Essentials with AFCPE.

CRA Strategy & Partnership Development

Recognized CRA expert who bridges financial institutions, disability organizations, and community stakeholders — creating partnerships that accelerate inclusive financial services and asset-building opportunities.

✦ Proven Impact
Built new collaborations between financial institutions and community-based organizations resulting in over $1.6 million in CRA investments. Managed the Real Economic Impact Network — a 4,500-member national network.

Training & Workshops

Dynamic, evidence-based training for service providers, coaches, and advocates covering financial wellness, work incentives, benefits planning, Guided Group Discovery, and disability-inclusive financial capability. Available in-person or virtually.

✦ Proven Impact
Trained thousands of professionals nationwide who now embed financial wellness directly into their programs and classrooms. Creator of the N.A.V.I.G.A.T.E. Toward Financial Wellness model.

Benefits Planning & Work Incentives

Certified benefits counselor for 18+ years providing deep expertise in Social Security work incentives, public benefits navigation, and employment transition strategies that protect stability while building toward independence.

✦ Proven Impact
Certified Community Partner Work Incentive Coordinator who has trained thousands of service professionals on public benefits navigation — equipping them to guide individuals through the benefit system with confidence.

Individual Financial Counseling & Coaching

One-on-one AFC®-credentialed counseling for individuals and families — covering budgeting, debt, savings, investments, tax credits, work incentives, ABLE accounts, and pathways to long-term financial stability.

✦ Proven Impact
Directly counseled hundreds of individuals and families — including people with disabilities — on financial wellness, benefits, and employment transitions that improved their financial outcomes.

Who We Serve Through Our Consulting Work

Nonprofits & Community Organizations
Financial Institutions (CRA)
Government & Workforce Agencies
Disability Organizations & Advocates
VITA Tax Preparation Support
ABLE Accounts & Asset Building Programs
Self-Employment & Microenterprise
Coalition & Network Development
Conference Keynotes & Presentations
Grant Writing & Program Funding for Organizations

Ready to Move Your Mission Forward?

We take on a limited number of consulting engagements each quarter to ensure every partner organization receives the full attention and expertise they deserve. If you are ready to move your mission forward, let’s start the conversation now.

Whether you need a keynote, a curriculum, a counselor, or a consultant — let’s build a strategy that produces real outcomes for the people you serve.

Schedule a Discovery Call

Financial wellness is achievable by everyone — one organization, one individual, one family, one life at a time.