ABOUT US

One Tree Financial was created with education in mind. The current condition of our economy is the byproduct of factors including, aggressive financial representatives, misinformed consumers, and a lack of financial education. Our founder was compelled to marry his life passions of financial management and education to bring Financial Peace to American families.

The landscape of the financial services industry has evolved from competent and trusted advisors to highly trained sales professionals. One Tree Financial has one goal: to provide you with professional and objective answers to your most pressing financial questions. Our facilitators are not sales people. They are financial educators. They do not give preference to any one product or company for financial gain.

One Tree Financial partners with organizations that desire to bring financial education to the community they serve. We provide a comprehensive series on personal financial management. Classes are taught on-site at each location. Partnering organizations experience immediate program enhancement in addition to the life-skill programming already offered. One Tree Financial instructors are financial educators that have both experience teaching adult learners and open market financial planning.

The key for program coordinators is to provide financial education in a non-solicitous program environment without adding liability to themselves and/or to their organization. One Tree Financial educators are "Educators," not sales people looking to open accounts or sell products. Our financial educators are committed to the financial literacy movement having both fiscal know-how and competency educating adult learners.

Financial education fosters financial stability for individuals and entire communities. The more people know about money management and financial services, the more likely they are to improve their financial health and overall well-being. Financial literacy helps individuals build financial knowledge, develop financial confidence and use financial services effectively. While finding a job is a good first step towards economic independence, having the skills to manage one's own money and the confidence to do so, are ultimately imperative for self-sufficiency. (See Deliverables)