List of Services:

(click on any service for more information)

1. Classes & Workshops
2. Financial Therapy
3. Bookkeeping Training
4. Financial Coaching

5. Train The Trainer Classes
6. Philanthropy

We offer services in San Francisco, CA, and surrounding areas, Boulder, CO, and over the phone & Tele-Courses for our national clientele.

We are team of Financial Therapists, Financial Coaches and Bookkeeping Trainers.

 



1. Classes & Workshops
We offer many classes and workshops live and via tele-course for individuals and couples for personal and business finances.

2. Financial Therapy
We offer counseling regarding your 'money story' for individuals, couples and families.

3. Bookkeeping Training
We have a fabulous team of Bookkeeping Trainers ready to serve you throughout the Bay Area - California, Boulder - Colorado, and over the phone for our national and international clientele.

4. Financial Coaching
We offer ongoing coaching and budgeting (Map of Intention) support and accountability for personal and business finances.

5. Train The Trainer Classes
We offer training to financial professionals who want to incorporate our philosophy and practice into their work with clients.

6. Philanthropy
We donate 1% of our gross revenue.

 

Updated January 8, 2008

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