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MWC Institute of Personal Finance

Financial Literacy and Empowerment 

MWC Institute of Personal Finance

Education, Training, and Coaching

Financial Literacy and Personal Financial Management

Financial Literacy is really about terms and definitions. It is the knowing. Personal Financial Management is about the daily practice of making smart financial decisions. It is the doing. The "knowing" and the "doing" combine to create what we call, Financial Life - Empowerment. Financial Life - Empowerment skills are used by individuals of all ages and salary levels to build wealth over time. Wealth is the key to eliminating one of the major stressors in life, living from pay check to pay check.

At the MWC Institute of Personal Finance, we partner with both for profit and non-profit corporate sponsors to offer onsite and virtual education, training, and one-on-one coaching sessions. Our programs are designed to help employees and trainees incorporate financial life-empowerment practices into their daily lives. We teach, train, and coach them on how to build wealth through saving and investing over time. These are the keys to achieving long-term financial security.

Our program modules include:

  • Budgeting and Cash Flow Management
  • Understanding Your Employee Benefits
  • Credit and Debt Management
  • Risk Management and Insurance
  • Asset allocation and Investing for Defined Contribution Plans
  • Retirement Planning

As your corporate partner, we will relay your corporate message in all of our training sessions. Our services may result in increased participation in the sponsored retirement plan. Our corporate partners will benefit from a workforce that is more stable financially and by extension, more productive. Financial Life - Empowerment lowers employee stress caused by personal financial dysfunction and leads to a more productive workforce.

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