Services

How I Can Help

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 important distinctions. 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.

AFCPE All-In Keynote speakers flyer
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.

Individuals

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

Read More

Individuals

Knowing you need help with your household finances is very different than actually asking for that help! But you’re here, reading this, so let me tell you a little bit about how we can work together.

Your money is just that, yours. With the information you provide, I will take an external, non-emotionally invested look at your financial situation and be ready to meet you where you are. Want some specific instruction? I am happy to provide that. Want to lead the way with a professional giving you some troubleshooting feedback? I can do that too.

As an Accredited Financial Counselor (AFC®) I use both counseling (prescriptive) and coaching (partnership) techniques to help people identify their best path forward—but most of the techniques I use are driven by what works for YOU! This is your money, so let’s work together to put it to work for you!

If you are ready to be brave enough to ask for help, then let’s get to work! If you aren’t sure if you are that brave yet and you just want to put out some feelers, I’m ready for that too! No matter what stage you are at, a 30-minute consultation via Google Meet is FREE!

Please complete the “How Can I Help” section at the bottom of this page to get in contact with me.

Rates (3 to 5-hour retainer required, dependent on complexity):

  • Standard: $125/hour
  • Special Circumstances: Based on evaluation of gross and net income.

 

Other services provided:

  • AFC Exam Prep: $50/hour, 2-hour commitment minimum.

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?

Read More

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, ADHD)—group and individual support available
  • Small Group Financial Education
  • Launching a Financial Counseling Program (includes 6-12 months of mentorship)
  • Money Habitudes™ training for staff or clients
  • Accredited Financial Counselor (AFC®) Exam Prep

Looking for a Keynote or Breakout Session Speaker?

Please complete the “How Can I Help?” section at the bottom of the page. Please include the dates of the event, expected presentation length and anticipated attendance, your budget for speaker honorarium, and if you cover travel and lodging expenses. I will reach out for details within 1–2 business days.

Need Help?

Contact Me

Email

kate@privilegedconversations.com

How Can I Help?