Our annual Financial Leadership Retainer Partnerships are designed for organizations that want a strategic, long‑term partner to elevate financial leadership across their workforce, students, and communities.
Through an annual retainer, we combine strategic advisory with the design and delivery of bilingual (English/Spanish), culturally relevant financial leadership programs tailored to your organization’s goals. Depending on your needs, this typically includes strategic planning and 2–4 or more educational sessions each year, supported by proprietary on‑demand content and impact reporting.
Retainer partnerships are ideal for nonprofits, educational institutions, and mission‑driven organizations that want to move beyond one‑off “financial literacy workshops” and build a culture of financial leadership that can uplift generations.
A typical annual retainer can include:
- Strategic planning and advisory with executive leadership
- Design and delivery of 2–4+ financial leadership sessions per year (virtual or in‑person)
- Bilingual (English/Spanish), culturally relevant content tailored to your audiences
- Proprietary online financial education resources available year‑round
- Impact reporting that supports boards, executive teams, and funders
Investment:
Our annual retainer partnerships for nonprofits typically begin in the low five‑figure range and scale based on factors such as the number of sessions, audiences served, delivery format (virtual or in‑person), and depth of strategic advisory support.
We are always transparent about pricing and will provide a clear proposal outlining scope, recommended structure (for example, 2, 3, or 4 sessions per year), and total annual investment before you decide to move forward. Actual pricing can vary by organization size, complexity, and impact goals.
As a general guide, many nonprofit partners invest in an annual retainer that includes strategic planning plus 2–4 sessions per year, with pricing adjusted up or down based on the number of sessions and locations involved.
