Our Services

the Saucon Creek Institute for Financial Literacy is focused on improving financial literacy in the USA.  

In addition to providing information on the website for people to independently improve their understanding of personal finance issues, the institute offers One On One Personal Education Sessions along with Curriculum Development for Institutions.

One On One Personal Education Sessions: 

If you are an individual looking to improve your understanding of personal finance, we will work with you in one on one educational sesssions. For a modest fee, we will educate you on the topics of your choosing, such as budgeting, saving and investing, retirement planning, risk management, income tax preparation or estate planning. Sessions generally run for ninety minutes at a cost of $150 and can occur weekly, monthly or quarterly depending on your needs. There are no minimum or maximum number of sessions required. We understand everyone has different needs so don't hesitate to call to set up a program tailored specifically for you. 

Curriculum Development for Institutions: 

The insitute will develop financial literacy curriculum that meets the specific needs of  high schools, colleges, universities, corporations, and the military to improve the financial status of their students, employees, and personnel. 

We will develop a comprehensive program that covers topics such budgeting, saving and investing, retirement planning, risk management, income tax preparation and estate planning. We can also develop a focused curriculum that targets a specific topic such as 401K fund selection. If you are high school that is required to provide financial literacy education to your students we can work with you to develop a program that meets your state requirements.  

Whether you are a high school, college, university, employer, or member of the armed forces, please contact us to discuss your need to increase the financial literacy of your unique community.