Personal Financial Education For Individuals and Families

Personal Financial Education For
Individuals and Families

As the financial landscape rapidly evolves and becomes more complex, gaining the knowledge and self-assurance to handle your personal finances effectively helps you avoid financial issues and move toward greater financial wellness.

However, most people never get any profession- al-grade financial education or guidance. Schools rarely teach money management, few parents have the skills or confidence to teach their children, and many financial advisors only want to serve the wealthy. That is why we established The WiseAnt Group, to help anyone interested in financial education.

Personal Finance Education Tailored to You

For people who seek to build a solid financial foundation and take a professional-quality program tailored specifically to fit their unique needs, we offer an immersive financial wellness program that customizes the lessons to the learners’ individual situations.

“Gaining control of your
money gives you choices to
decide your future”

We help you learn how to make good decisions with your money that will set you on a path of being a financially independent person. Each participant receives custom lesson plans, assignments, and undergoes structured testing. The sup-port team assigned to you supports your progress and encourages you along the way to completing the program.

Our Course Details

This financial wellness coursework supplements traditional teaching methods with technological advances and virtual learning. Every participant gets an individually tailored course plan that helps the learner progress toward his or her personal finance goals effectively.

Steps to Starting and Completing our Courses:

Meet the Course Instructor
Complete Testing & Placement Exams
Get Your Tailored Lesson Plans from Instructor
Begin Your Customized Virtual Training
Build Your Financial Foundation with Hands-on Activities
Participate in Additional Training (Optional)
Get Ongoing Support
Track Your Progress
Work through the Course
Complete Program, Graduate, & Celebrate

Age Ranges & Time Estimates to Complete Program

Completing a financial education program takes time, energy and dedication. If you invest the time to complete the courses, you will reap the rewards. The courses are self-paced, however, we suggest you spend a minimum of one hour per week on the training and completing the program in 3-6 months.

Each person and situation is different when it comes to training, however, below are typical course lengths based on past situations and program completion.

Programming for youth & Young adults

1 – 2 Hours Per
Week

3 – 5 Hours Per
Week

Youth Programming (ages 13 – 24)

6 – 12 Months

3 – 6 Months

Programming for Adults & Seniors

1 – 2 Hours Per
Week

3 – 5 Hours Per
Week

Recovery (Handling financial problems)

8 – 12 Months

4 – 6 Months

Foundation (Build short-term security & start long-term planning)

6 – 12 Months

3 – 6 Months

Growth (Focus on long-term planning & execution)

4 – 8 Months

2 – 4 Months

Complimentary Consultation

We provide complimentary consultation for individuals seeking to improve their finances and organizations wanting to develop a financial education program. This call is dedicated to understanding your needs, answering any questions you have, and helping you build a high-quality program. This is not a presentation or sales pitch. Each person and organization has unique needs – we take the time to understand your objectives and provide you the best path forward.

Complimentary Call Details

During the call, we will first work to understand your situation and goals and answer any questions you have. We are 100% dedicated and have fiduciary responsibility to you. Our conversation is held in complete confidence; no information about you will be shared with anyone else.

Personal Consultation Call

This 30-minute financial consultation call is dedicated 100% to helping and supporting you. No products will be offered or sold during this phone call. After the call, you will receive information on how you can continue to work with a financial educator who is committed to helping you strengthen your finances by providing personal financial education.

Organization Consultation Call

Want to bring a financial education programing to help your employees or clients work toward greater financial wellness? During this call, we will clarify your outcome goals for the program and the benefits your organization is seeking. After that understanding, we will walk you through the key steps toward building a top-quality financial education program.

Personal Finance Education Tailored to You

Steps to Starting and Completing our Courses:

CLIENT TESTIMONIALS