Our Approach

Our financial literacy curriculum offers comprehensive practical financial education to support long-term financial, employment, and personal success of your clients and staff. Our unique program aims to address critical areas that impact financial instability. Each lesson is designed to address behavioral changes and practical application of tools and techniques for personal financial success.

There are three key areas of emphasis that make our approach very unique. First, we address behaviors that may be hindering financial success. We help clients identify deep rooted feelings they have concerning money and any personal negative implications on their ability to be successful and become financially sound. Next, we provide comprehensive training in the key areas of financial management. We cover topics such as: opening bank accounts, cash flow planning, getting out of debt, repairing credit, obtaining employment, public assistance screening and much more. It is our belief that one-time, hit or miss seminars do not nurture the behavioral change that is necessary to succeed financially. The final area is accountability. Throughout the series, participants are given homework assignments as a means to ensure practical application of material learned. Upon completion of our seminar, we provide one-on-one counseling for participants who desire additional help with their plan of action.


FINANCIAL PEACE QUESTIONNAIRE

Financial Peace- To know that your family is protected with sufficient resources for emergencies such as Job Loss, Accidents, Fire, Disability, or Death. Do you have Peace in your financial life? Take the Quiz!

  • Do you know your Net Worth?
  • Do you have an Emergency fund to cover job loss or deductibles?
  • Have you been late paying bills?
  • Are you avoiding calls and letters from debt collectors?
  • Have you reviewed your credit report in the last 6 months?
  • Do you know how much savings you will need to retire?
  • Are you confused by your employer provided retirement plan? (401k,403b,Pension)
  • Are your most valuable assets properly insured? (Life,Home,Car,Income)
  • Do you have a Will?
  • Are you ready to take control of your Financial Life?

    • If you answered NO to any 3 of these questions you may not have the Peace that you desire for your life.

Contact One Tree Financial today.