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DOLLARS AND SENSE

EMPOWERING AND CULTIVATING FINANCIAL SECURITY FOR THE NEXT GENERATION

Counting Money
Stock Market Data
Taking Notes on Financial Report
Students Taking Note

OUR MISSION

Dollars and Sense empowers young professionals with the financial knowledge, tools, and confidence to make informed decisions, build lasting wealth, and navigate their careers with clarity and purpose. Through education, mentorship, and real-world resources, we’re creating a generation that leads with both financial literacy and intentionality — because success takes both dollars and sense.

young professionals in a classroom learning.jpg

OUR OFFERINGS

ONE ON ONE CONVERSATIONS

Our individualized workshops allow for a detailed overview of what financial planning entails and a step-by-step guide to set up and invest from your retirement accounts. 

GROUP WORKSHOPS

We offer small to large group workshops, both in person as well as virtually, to discuss financial literacy tools, goals, and how-to's.

TESTIMONIALS

"The information shared was clear, no pressure, and free. Perfect for someone that is just getting started."
"Honestly, I wish someone had explained Roth IRAs to me like sooner. It finally clicked."
"I used to zone out when people talk about 401(K)s. Now I actually contribute and understand why."
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