Book an appointment.
Schedule a Consultation
Ready to SHIFT?
Whether you're an individual seeking clarity, an organization exploring partnership, or a team leader looking to bring impactful workshops to your community , you’re in the right place.
Let’s connect for a strategy-driven, judgment-free conversation designed to meet you where you are and help you take the next step with confidence.
What to Expect
Your consultation will be a 30-minute virtual session focused on understanding your goals, challenges, and needs. We’ll explore how Financial Haven or the SHIFT Institute can support you through:
✨ 1:1 coaching or mentorship
✨ Workshop facilitation for your group, team, or event
✨ Custom training or program partnership
✨ Speaking engagements or professional development series
✨ Community or nonprofit collaboration
✨ Advance care planning or financial literacy support
💡 Not sure exactly what you need? That’s okay — we’ll figure it out together.
Booking Details
• Format: Virtual via Zoom or Google Meet
• Duration: 30 minutes
• Cost: Free initial consultation (pricing available upon request for services)
• Follow-Up: You’ll receive a summary and clear next steps within 48 hours
🙋🏽♀️ Still Have Questions?
Email us at ashands@financialhavenct.org or use the [Contact Form] to reach our team directly.