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Navigating cultural differences

To ignore cultural differences is to invalidate someone’s life and lived experiences. Differences matter. Recognizing how the systemic foundations of America’s financial system influence still today influence how we use and experience money is extremely important.

Race and ethnicity are contentious issues. Being color-blind doesn’t work. Sexual and gender identification are contentious issues. Using incorrect pronouns for someone doesn’t work. Money is a contentious issue. We have to help our clients figure out how to make the money work—for them.

Working with individuals who are neurodiverse can look very different from our neurotypical world. We live in a neurotypical world, with neurotypical assumptions. Communication, goal-setting, structuring appointments, setting up a plan of action–and many more key elements of working with neurodiverse individuals–will allow you and your organization to be more accessible to people who need your help.

When you are able to help people whose brains fire on a different level and who may make sense of information differently than someone with a neurotypical brain, when you’re able to help neurodiverse individuals feel successful in their experiences with money, you’re reaching a vastly untapped market.

We must recognize and embrace differences, not just in color of skin, but also in terms of gender identity, experiences with wealth and poverty, neurodiversity, religion, disability, and personal history, among other differences. These factors, and many more, influence how we interact with our own money—as well as how we advise others. We must meet our clients where they are, wherever that is on the financial spectrum. To help our clients to the best of our abilities we need to focus on their goals, their values, and their lived experiences. Identity matters. Culture matters.

This picture is an advertisement of a presentation Kate gave with her colleague Christine Hargrove. At the bottom of the picture, Christine and Kate are smiling in separate headshots. Christine has long red hair and is wearing a green, lacy top. Kate is wearing a grey hooded sweater.
This picture is a screenshot of a Powerpoint Slide from a presentation Kate gave with her colleague Gretchen Cole-Lade. Kate's picture is on the upper right part of the slide and Gretchen with medium length reddish-brown hair is wearing an orange blouse and is in the lower right.

Organizations

Have a team you want trained? Have a small or large group you are hosting and need a keynote or a break-out session speaker?

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Organizations

*Navigating Cultural Differences in Lending, Collections, and Financial Counseling Training
*Staff Communications Training w/ Diversity, Equity, Inclusion, and Accessibility (DEIA) lens
*Financial Education Training for Client-Facing Staff
*Working with Neurodiverse Clients Training (Anxiety, Depression, PTSD, Tourette, Autism Spectrum Disorder, ADD/ADHD) (group and individual support available)
*Small Group Financial Education
*Launching a Financial Counseling Program (includes 6-12 mo. mentorship)
*Money Habitudes™ training for staff or clients
*Accredited Financial Counselor (AFC®) Exam Prep

Individuals

If you are thinking about becoming an Accredited Financial Counselor or you want financial counseling, this is the space for you!

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Individuals

*One-on-one financial counseling
       •30-minute intro: FREE
       •Prep and counseling sessions: $60-100/hour based on gross income);
        3-hour minimum
*AFC® Exam Prep

Need Help?

Contact Me

Email

kate@privilegedconversations.com

Call

360-217-9165

Email

kate@privilegedconversations.com

Office Location

P.O. Box 14482
Tumwater, WA 98511

Call

360-217-9165

Email

kate@
privilegedconversations.com

Office Location

P.O. Box 14482
Tumwater, WA 98511

Email

kate@
privilegedconversations.com

How Can I Help?