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

  1. Send your enrollment inquiry below.
  2. Review and sign your Services Agreement electronically.
  3. Schedule your consultation with the private link we send you.
  4. Meet with us virtually and complete check-in.
  5. 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.