PERSONAL FINANCE & FINANCIAL WELLNESS PROGRAMS

Holistic Approach for Financial Literacy Education


Discovery, Define, & Design

Designing a financial wellness program that creates measurable increases in financial capabilities while supporting your organizational objectives takes expert design and execution. We have proven systems that provide your organization with educational-grade content, positive user experience, and a team of experts working for you.

Creating a successful financial education campaign requires specialized expertise. We can help you establish a full program or an initial pilot program that you can take to scale later. 

If you only need us to help you design and development a financial program that you will implement on your own, we can do that also. 

Full-Service Program Implementation Option


Our 4-step process includes:

  • Program Design – One-size-fits-all financial literacy products / programs do not work for most organizations. We take the time to understand your needs, clearly define program objectives, and design a customized program to best meet your larger objectives.

  • Launch Preparation – During the preparation phase, your campaign director will finalize the actual training, customize promotional materials, train key stakeholders, and obtain approval from your organization. This phase will last up until the actual announcement to the end users.

  • Program Implementation – Now that your program is designed and prepared to launch, it’s time to announce this initiative to your end users and implement the program. During this phase, we launch the program and the actual educational components will be conducted. Throughout this process, we take measurements and make data-driven enhancements.

  • Post Programming – Many financial education programs simply fizzle out and miss an opportunity to make a long-term impact on participants’ financial behaviors. Post-programming provides an excellent time to acknowledge participants and offer them ongoing, action-based financial education.



Program Design & Development Option

Is your organization looking to build a financial education program? The initial design of such a program is critical. We can help. We have a financial education program development solution that ensures program alignment with your educational, philanthropical, and organizational objectives at every step. Our financial literacy program development process has three parts: Discovery, Define, & Design.

  • Discovery – Each group has unique objectives that require experienced professionals to deploy specialized solutions. Our team uncovers your unique goals during the ‘discovery’ phase. This discovery lays the foundation for clearly-defined programming objectives and custom program design.

  • Define – During the ‘define’ phase, we provide measures to guide the campaign and establish barometers of program impact. Our consultants develop measures to provide empirical evidence of the program’s progress toward achieving your organizational objectives. We work with your team to define educational, organizational, and philanthropic barometers of success.

  • Design – During the design phase, we ensure that all campaign components work together to promote financial literacy and further your business objectives. In well-designed programs, the flow of information and built-in promotional components lead to greater overall financial education programming results.


Have access to financial consultants who offer personalized, unbiased financial education programs. This solution is designed for organizations that want to focus on providing their program participants with access to personal finance consultants through the programs.

The role of a personal finance consultant is to meet people at their point of need, progressing them toward their educational and financial goals. The coursework is personalized, and measurements are established to help the program participants work toward financial wellness.

Depending on your needs, the process can vary. Common steps to serving your team include:

  • Understanding & Planning – Each organization has unique objectives that require a customized solution. We will conduct an initial consultation to uncover your long-term goals and identify your immediate financial needs to build your specialized program.

  • Guidance & Education – Once the plan is in place, we will work with your team to support them down the path to financial wellness, remaining in accordance with your organization’s goals.

  • Maintenance & Support – Once we help your organization achieve its most pressing financial wellness goals for your team, our role will shift to supporting needs as they arise and providing progress reports to ensure that your participants stay on track.

FINANCIAL ADVISORY SERVICES

Expert Guidance

Companies are constantly faced with financial decisions and challenges. Whether it's the challenges of keeping up with rapid growth or declining revenues, companies need expert guidance to help steer the way. 


We help our clients meet their financial needs and challenges by providing customized solutions to help them maintain sustainability and strong performance. Our services enable our clients to enhance and improve their financial strategies and see lasting transformation. 

Our Financial Advisory Services include:

  • Financial Management

  • Financial Analysis

  • Financial Modeling

  • Cash Flow Analysis

  • Financial Planning

  • Healthcare Financial Advisory

  • Budget Analysis & Support Services

  • Wealth Management

EDUCATIONAL SERVICES

Course Development and Instructor/Training Services

With over 20 years of experience, our staff has the knowledge, capabilities, and expertise to create customized, effective financial courses. We can develop web-based, online courses for self-paced learning. We can develop courses for workshop, classroom, and webinar learning formats.


Additionally, if you need a financial instructor or trainer for a class, webinars, or workshops, you have come to the right place. We are available for virtual/online and onsite classes, webinars, and workshops.


At Xaris Financial Enterprises, we combine our holistic approach with data-driven solutions to provide the most effective educational services to meet your organizational needs and goals. 

Our Educational Services include: 

  • Professional & Management Development Training

  • Course Development and Revision Services

  • Instructor Services

  • Personal Development Training

  • Off-the-Shelf Training Services

  • Subject Matter Expert

  • Financial & Economic Research

Contact us to discuss your needs.