TMR Financial Literacy Education
Financial Confidence Starts With Knowledge
TMR Financial Literacy Education is an educational service. In a private, one-on-one 60-minute virtual consultation, we explain how money and personal financial management work, so you can make informed decisions with confidence.
What's included
- Individual Financial Literacy Consultation (60 minutes, virtual)
- Financial Literacy Foundations Workbook
- Access to the Client Resource Center
- An educational follow-up within three business days of your consultation
Fee
$197 one-time introductory fee for the Individual Financial Literacy Consultation, paid at virtual check-in before the session begins. The workbook, Resource Center and follow-up are included. No subscription and no advance payment.
Topics we cover
- Money management fundamentals
- Reading consumer reports and how scores are generally calculated
- Payment history
- Balance and borrowing utilization
- Budgeting
- Debt-management concepts
- Financial obligations
- Responsible financial decision-making
How it works
- Send your enrollment inquiry below.
- Review and sign your Services Agreement electronically.
- Schedule your consultation with the private link we send you.
- Meet with us virtually and complete check-in.
- Receive your educational follow-up.
Begin My Enrollment
Questions? Call (850) 809-7105 or email [email protected].
Educational services only. TMR Financial Literacy Education provides general financial education. It is not legal, tax, investment or individualized financial advice, and no particular credit or financial outcome is guaranteed.
