Organizational Consulting
I work with organizations working to increase financial capability, inclusion, empowerment, etc. I led programs reaching several hundred thousand union members while working for the labor movement. As a subject matter expert and key team member, I helped the CFPB scale Your Money, Your Goals to reach nearly a million people each year.
I can help your organization deliver educational interventions and help you improve the financial lives of those your serve. Just use the contact me form at the bottom of this page or schedule an appointment to discuss your situation.
Teaching
I also am available to teach on financial topics. As a subject matter expert, I bring a substantial background in financial decision making, human behavior, and regulation.
I’ve taught for organizations ranging in size from local to national organizations with millions of members.
I love teaching so please let me know how I can help you and your organization. Just use the contact me form at the bottom of this page or [link] schedule an appointment to discuss your situation.
Read more about what I have to say
Welcoming Ari Weisbard to the team
I am delighted to announce that Ari Weisbard has joined Values Added as a financial advisor. I've known him for [...]
You might be able to save tens of thousands of dollars on a mortgage–shop around
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Easy Steps to Take in Response to the Equifax Breach
A major credit reporting company, Equifax, had a large-scale breach. It has effected lots of us. Even those [...]
![money-gif[1]](http://valuesaddedfinancial.com/wp-content/uploads/2017/08/money-gif1-200x150.gif)
Featured in Architectural Digest’s 5 Dead Easy Ways to Start Saving for a House We promise, you’ll still have a life
Lot's of people want to buy a first house and are trying to figure out ways to save [...]