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PFR Delivers!

PFR seeks to align with organizations' and individual's diverse decision-making and financial needs.

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You are an aspiring adjunct professor or instructor.

You are a higher ed institution looking for qualified Personal Finance instructors.

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You are a dedicated student advocate. 

Your students need help developing decision-making and financial skills for their bright futures

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You help lead a committed, mission-driven nonprofit. 

You believe personal finance is important.

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Life Transition

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Divorce is tough - but you are ready to go. 

You need help getting organized and getting financial momentum.

Financial Report

Your accounting firm is thriving. 

Your client's need additional help with their financial lives.

Business

Your entrepreneurial business is thriving!

Your business is creating value, you are paying bills, and there is some leftover for personal investment. 

Financial Consultation

Your wealth management firm is thriving. 

You want to expand your reach.

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You are an employee advocate. 

Your employees need decision-making development AND help with their financial lives.

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