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  • Education
    • 1 to 1 Mentoring
    • Corporate & Private Workshops
    • Group Workshops
    • Immersion Courses
  • Resources
    • Financial Savviness Quiz
    • Holistic Wealth Quiz
    • Savings Goal Calculator
    • Financial Terms Glossary
  • Our Mission
  • Blog
  • Consulting
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Home > Education

Education

Empowering individuals to learn how to navigate their own finances is at the heart of what we do. In our workshops and mentoring sessions, you’ll learn from professionals about how to take your next big financial leap.

Immersion Courses

Jump start your journey to financial freedom and holistic wealth in our Financial Clarity Immersion Course. Get a comprehensive overview of personal finance strategies in a short space of time.
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Corporate & Private Workshops

There’s a lot of financial advice and education out there; most have a not-so-hidden agenda, linking advice to investment programs and products. At Heels & Yield, we are transparent with our clients and help them be transparent with their employees.
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1 to 1 Mentoring

To help clients achieve holistic wealth with guidance and accountability, Heels & Yield offers an ongoing process that combines financial education with personal financial coaching.
LEARN MORE >
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