Services

Financial IQ Consulting offers 16 years of experience in educating and coaching clients in the field of finance while using a visual technique of teaching concepts.  Financial IQ has demonstrated success in offering these services to a diverse set of non-profit clients, government agencies, and individuals:

Financial Education Curriculum Design & Development:

Financial IQ’s approach to curriculum design is unique in that it uses story-telling and inspirational methods to design curriculums around financial wellness in order to ensure participants are able to connect with the materials.  This can be illustrated in the approach that was taken to introduce the topic of ‘credit’ to class participants.  Using factual data, Financial IQ wrote a short story on the “History of Credit” that was used along with an info-graphic to describe why and how credit came to be.  Financial IQ can create customized curricula for a diverse set of clients that will meet the specific financial capability needs of their program participants. All curricula can be developed bilingually in Spanish and English.

VITA Site Program Development and Coordination:

Over the last 12 years, Financial IQ has played a major role in starting and developing Volunteer Income Tax Assistance (VITA) sites across California.  Though VITA mainly provides free tax services for low-to-moderate income families, Financial IQ sees the VITA program as a timely gateway to help communities connect with other asset building services that organizations provide.   In 2010 and 2011, Financial IQ played a major role in helping the Mission Economic Development Agency (MEDA) successfully establish and coordinate their VITA program in San Francisco.  MEDA is now the largest provider of VITA services in San Francisco.  Financial IQ assisted the San Francisco LGBT Center in starting their own VITA site and, despite many challenges, helped push the envelope to become the only organization in California (or in any other state) that offered free tax help to same-sex married couples.  For the last 3 years, Financial IQ has established and coordinated the VITA with Renaissance Entrepreneurship Center.

Financial Education Workshop Presentation: 

Since 2009, Financial IQ has presented over 150 workshops and classes, reaching approximately 3000 participants, around various financial education topics both as a direct service to communities and to train organization’s staff.  For presentations, Financial IQ uses a blend of facilitation, story telling, and adult learning techniques along with innovative visuals tools to help the audience better grasp concepts and stay engaged.

Financial Coaching Services and Training:

Financial IQ has trained staff at various organizations to use the coaching methodology to help clients reach their financial goals.  Along with training staff, Financial IQ provides support to new financial coaches and program planning around financial coaching.  The expertise on financial coaching comes from various trainings and the many hours of direct one-on-one service with successful outcomes.

Financial Capability Program Design and Development:

In order for an asset-building program to survive in today’s market, it needs to stay ahead of the curve.  Financial IQ has helped organizations shift their focus from “financial literacy” to “financial capability” and stay on the cutting edge by designing successful and efficient programs that are in alignment with current national standards.  Financial IQ has worked with NeighborWorks America, a national HUD intermediary, to provide technical assistance to organizations across the nation and help them troubleshoot where they were not having the intended impact.  Starting from a birds eye view to understand the current state and functionality of the organization, to then figuring out where the balance point between the needs of the community, the organizations and the funders lies, Financial IQ will take a multi-angled approach to hone in on the desired outcomes of the organization and work backwards to design and develop a successful program.  “Simplicity is the ultimate sophistication” (DaVinci) highly reflects Financial IQ’s approach to program design.

Designing Innovative Visual Tools to Teach Financial Concepts

“People think using pictures”, wrote John Berger in his book Ways of Seeing.  At Financial IQ, we believe that using visuals to teach is the key for individuals to fully grasp a concept.  Financial IQ creates innovative visual tools that are used in classes, at one-on-one sessions or in educational videos to make what is “boring, intimidating and complex” easier to understand.  Using visuals has been especially helpful for communities of lower literacy rates because it allows the creation of more culturally relevant material.   After all, “we process visuals 60,000 times faster than text” showed a study by 3M Corporation.

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