Explore Our Services
Get personalized financial advice from our Certified Financial Education Instructors. Through in-person or virtual meetings, we provide you with the tools and knowledge to achieve your financial goals.
Seminars and Workshops
Enhance your financial understanding through our varied in-person and online seminars. We cover a wide range of personal finance topics to help you make informed financial decisions.
Planning for retirement can seem daunting and at times overwhelming or even discouraging. At our retirement planning workshops we encourage a process that goes a step at a time, and keeps the expectations and the process simple. We will help you take control of the planning process and always be there for you as the steps unfold. The key is to keep it simple – and we will help you do just that!
Plan ahead with our PLANit Kids subsidiary. We offer a $1,000 scholarship opportunity upon completion of our 10-step Financial Literacy for Young Adults program. Currently available for high school seniors and rising seniors.
Get instant help with your financial challenges. If you're unable to schedule an appointment, our Live Chat offers same-day feedback and assistance from our educators. Click our live chat icon in the bottom right.