Products & Services
Introduction
Buckingham Curry Wealth Builders doesn’t just seek to provide participants with a great, warm fuzzy feeling workshop. Our goal is to empower and equip them with the tools they need to apply what was learned to everyday life. We want to transform wealth building from a hope and dream to a tangible and attainable lifestyle. Our practical products and services have been transforming lives for nearly a decade by empowering companies, schools, training organizations, government entities and nonprofit organizations to empower others through financial wellness.
Tailored Workshops and Seminars
Buckingham Curry Wealth Builders offers tailored workshops and seminars including information pertaining to basic financial management skills and tools essential to managing daily finances. Topics vary depending on the needs of the participants and requests of clients. For maximum comprehension and effectiveness, workshops are hands-on, interactive, fun and un-intimidating. Workshops can be conducted as a one-time event or in a series. Wealth Builders will receive a copy of the Financial Wellness Toolkit which includes Wealth Starter, an on-going financial resource and modeling tool.
Workshop Series
- Session #1: Building Wealth Part A
Wealth Builders will create a budget, debt reduction plan and more - Session #2: Building Wealth Part B
Wealth Builders will develop a credit management plan, retirement plan and more - Session #3: Protecting Wealth
Wealth Builders develop an insurance plan and discuss other ways to protect their wealth - Session #4: Protecting Income
Introduce ways to protect income while building wealth
- Session #5: Life Planning
Develop plans to deal with life changing events
- Session #6: Building Your Financial Team
Wealth Builders will learn how to identify and establish an effective financial team through planning and relationships
Other Workshops Available
Credit Module
Very comprehensive workshop on credit management and reports. Information includes gaining a deep understanding of credit and credit scores (myths and truths), activities that impact credit scores and ways to improve scores. Wealth Builders’ reports can be reviewed and analyzed if available.
Financial Wellness Module
Offers and overall view of financial wellness and its impact on the Wealth Builders financial framework. The 5 components of financial wellness are covered in detail.
Train-the-Trainer
Materials are available for some of the modules to accommodate clients who would like to conduct the seminars internally. Materials include a detailed, step-by-step instructors guide and a coordinated PowerPoint presentation.
Financial Wellness Toolkit
Affectionately known as the toolkit, this resource equips Wealth Builders with the five components of financial wellness to include Build Wealth, Protect Wealth, Protect Income, Life Planning and Building a Financial Team. Wealth Builders will receive this award winning toolkit which includes over 130 pages of information, instruction and financial planning tools needed to develop an effective and manageable financial plan. This toolkit also includes Wealth Starter, a calculator and pencil. The Financial Wellness Toolkit is easy to understand and can be completed in a self-study environment or with the aid of a financial coach. Toolkits are $94.99. Click the image to purchase.
Financial Wellness Toolkit
Wealth Starter Program
Wealth Starter, created by BCWB, is a software program designed to further educate and make available the financial modeling tools necessary to build an effective and impactful financial plan. Wealth Starter is a premier source for on-going financial education and includes over 65 topics and several, detailed, easy to use modeling tools such as spreadsheets, calculators and budgets which can be saved and printed for maximum usability, accountability and effectiveness. Wealth Starter is available via CD-Rom and intranet and be custom-designed to meet client’s employee/student profiles. CDs are available as the Collegiate Wealth Starter CD for $21.95 or Universal Wealth Starter CD for $27.95. Click image to purchase.
Collegiate Wealth Starter CD
Personal Financial Coaching
One-on-one personal financial coaching sessions are one of the cornerstones of our services. Coaching is available in thirty (30) minute or one (1) hour intervals, by appointment only. It is recommended that participants receive monthly counseling sessions; however, the frequency can vary depending on the Wealth Builder’s circumstances. Every Wealth Builder’s financial situation is unique. Sessions will be tailored to meet the goals and challenges of each participant. Overall, the goal of one-on-one coaching is to improve the financial framework of each Wealth Builder. That is accomplished by focusing on areas such as goal setting, financial management habits, budgeting, debt reduction, increased credit worthiness and overall expansion of financial education/literacy using BCWBs Total Financial Wellness System including Wealth Starter program.
On-site coaching is also available. Employees/students will pre-register and/or walk-in for private coaching sessions. On-Site Coaching Sessions can also be scheduled immediately after workshops.
Personal Financial Hot Line
The Personal Financial Hot Line offers solutions to questions pertaining to the personal finances of our Wealth Builders. Unlike the coaching sessions, the Hot Line is designed to answer general questions with limited follow-up by BCWB.
FinTips - Electronic Financial Tips
Wealth Builder FinTips are distributed monthly to Wealth Builders across the nation. FinTips offer nuggets of information vital to financial wellness. Participants in workshops are automatically signed up to receive FinTips and are encouraged to apply the lessons to their everyday financial lives. Tips may include relevant changes in the financial industry, testimonials, tips on using Wealth Starter, or client requests (i.e., tips on retirement planning to coincide with enrollment periods).
Financial Assessments & Benchmarking
Financial assessments are administered to measure and benchmark Wealth Builders’ financial knowledge before and after the implementation of the financial workshops, tools, counseling sessions and other services. Data received can be analyzed using varying demographics (depending on the employee/student base). For maximum participation and honesty, participants will remain anonymous. BCWB will process the information and present statistical/anecdotal data of the results to clients with specific recommendations. Findings will also be used to tailor future workshops and coaching sessions.
Buckingham Curry’s 12-Month Financial Wellness Planners
BCWB has recently published a number of 12-Month Financial Wellness Planners. These planners are designed to offer Wealth Builders an on-going guide to help educate, track and manage their financial frameworks and plans based on where they are in their financial journey. The planners are 8-1/2 x 5-1/2 inches making them easy to carry and convenient to tuck away in your travel or book bag. Each Planner is $29.95. Click on image to purchase.
Buckingham curry's specials
Collegiate Wealth Starter CD plus one 12 Month Planner - $45.95
Universal Wealth Starter CD plus one 12 Month Planner - $45.95