Building meaningful collaborations that transform how people approach personal finance and budgeting education
We work directly with universities and community colleges to integrate practical budgeting skills into their curriculum. Our approach focuses on real-world application rather than theoretical concepts. Students learn through hands-on workshops that address common financial challenges they'll face after graduation.
Companies partner with us to provide their employees with practical financial wellness programs. These aren't generic seminars - we customize content based on salary ranges and career stages. The goal is helping people feel more confident about their money decisions, which often translates to reduced stress and better focus at work.
Local nonprofits and community centers bring us in to run workshops for their members. We've found that small group settings work best - people are more willing to share their actual budgeting struggles when they're with neighbors who understand similar challenges. The conversations that happen in these sessions are often more valuable than the formal content.
After working with over 200 organizations since 2022, we've learned that successful partnerships require more than just good intentions. They need clear communication, realistic expectations, and genuine commitment to helping people improve their relationship with money.
We spend time understanding your audience's specific needs before designing any program. A workshop for recent college graduates looks completely different from one for mid-career professionals.
Our materials adapt to different learning styles and backgrounds. Some people need visual tools, others prefer step-by-step written guides, and many learn best through group discussion.
We provide ongoing support after initial workshops. Many participants have follow-up questions weeks later, and we make sure there's a way for them to get help when they need it.
Partnership Development Lead
Thành has been developing educational partnerships for eight years, starting with small community workshops in Ho Chi Minh City before expanding to work with larger institutions. His background in both finance and education helps him bridge the gap between what organizations need and what actually works for their audiences.
Our partnership process is designed to ensure both organizations get real value from the collaboration
We start with an honest discussion about what you're hoping to achieve. This isn't a sales pitch - we want to understand your audience, your constraints, and what success would actually look like for your organization.
Based on our initial conversation, we create a small pilot program that lets us test our approach with your specific audience. This might be a single workshop or a short series, depending on what makes sense for your situation.
We run the pilot program and gather detailed feedback from both participants and organizers. What worked well? What felt confusing or irrelevant? This feedback directly shapes how we adjust the approach for broader implementation.
If the pilot goes well, we develop a longer-term partnership structure that works for both organizations. This might include regular workshops, train-the-trainer programs, or custom resource development.
We started working with their economics faculty in early 2024 to add practical budgeting components to their personal finance course. Instead of just teaching theory, students now complete real budgeting exercises using their actual income and expenses as college students.
Students Trained
Semesters Running
This local credit union wanted to help their members develop better saving habits, but traditional financial literacy programs weren't connecting with their rural audience. We developed workshops specifically focused on agricultural income patterns and seasonal budgeting challenges.
Members Participated
Rural Communities
We're always interested in connecting with organizations that want to provide practical financial education to their communities. Let's have a conversation about what might work for your specific situation.
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