OUR PROGRAMS

Through an academic framework based on honesty and education, INTENT will help create financial well-being.

When you work the INTENT financial education program, you're making an investment in yourself. We believe money is only a tool to help you live your most fulfilled life. First, we'll explore your current relationship with money and the vision that you have for the future. Then, we will use practical experience and academic principals, to create a unique and adaptable plan by weighing trade-offs and prioritizing goals. We will help you choose what you want most, over what you want now by sticking to and refining the plan over time.

FOR INDIVIDUALS

Financial Education

Individual Coaching​​

Group Training

FOR SMALL BUSINESS

Coaching

Business Planning

Financial Modeling