Invest in Your Community’s Financial Future.
Real financial education — for employees, students, and the communities you serve. Practical, judgment-free, and built for where people actually are.
Start the Conversation →Who This Is For
Built for organizations that invest in people.
Employers & Corporations
Many employees are stressed about money — and it follows them to work. Sponsoring financial education isn't just a benefit. It's a signal that your organization sees the whole person.
Schools & Universities
Most students graduate without ever learning how money actually works. You can change that for your students before the real world forces them to figure it out the hard way.
Nonprofits & Community Organizations
The communities you serve deserve access to the same financial knowledge that has historically been out of reach. Bulk course sponsorship makes it possible — and with lifetime access, the impact compounds.
59%
of employees say they are stressed about their finances right now — and for Gen Z, that number jumps to 85%
68%
of teens want financial education — but only 31% can access it in school
47%
of U.S. adults grade their own financial knowledge a C or worse — not an ability problem. An access problem.
Primary Offering
Sponsor financial education for your people. They keep it for life.
Bulk course enrollment is the most scalable way to bring real financial education to your employees, students, or community members. One purchase. Lifetime access per enrollee. Real impact that doesn’t expire.
This offering is designed to align with financial wellness grants and corporate social responsibility initiatives.
Grant-Ready OfferingFor Students
Next Generation Wealth
Money skills they don't teach in school. Seven modules covering mindset, credit, budgeting, banking, and investing basics.
Bulk pricing available
Learn more →For Young Professionals
Foundation: Self Paced
Eight modules from money mindset through first investment account. Built for working adults ready to build their financial foundation.
Bulk pricing available
Learn more →For Advanced Learners
Invest With Intention
Eight modules of advanced investing education. For community members who have their foundation in place and are ready to build a portfolio.
Bulk pricing available — competency check required per enrollee
Learn more →Lifetime access for every enrollee — the education stays with them long after the sponsorship ends
Self-paced — no scheduling required, no disruption to work or school calendars
Judgment-free and practical — built for where people actually are, not where they're supposed to be
Aligns with financial wellness grants, CSR initiatives, and community impact programs
Mix and match courses based on your audience — enroll different people in the course that fits them
Pricing scales with enrollment — the more people you sponsor, the more it makes sense
Also Available
Live Workshops & Lunch-and-Learns
For organizations that want a live, interactive experience — Howard Wealth Planning offers in-person workshops and virtual lunch-and-learns on financial literacy topics tailored to your audience.
In-person workshops currently available in the DFW area. Virtual format available nationwide.
Inquire About a Workshop →Live Workshop
In-person, interactive, Q&A included. Tailored to your audience and goals. Currently available in the DFW area.
Lunch & Learn
60-minute format delivered on-site or virtually. Ideal for corporate teams and employee wellness events.
Retainer Program
Quarterly sessions for ongoing financial education throughout the year. Best for organizations committed to sustained impact.
Let’s Talk About Your Organization.
Answer a few quick questions so we can come prepared to your consultation call with the right information.
Every submission leads to a real conversation — not an automated response. We’ll follow up within 48 hours to schedule a call.
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