Jordan Wellness

Everyday Life Support

Individual coaching and workshops for real-life responsibilities, changes and decisions.

64 options: 32 individual programs and 32 group workshops. Eight topics in each area, available in English or Spanish.

Explore programs ↓

Support that fits your life

For individuals, adult family members, community groups and organizations supporting their people. Combine topics into a tailored series; the final format is agreed before booking.

Caregiving · Individual coaching

Caregiver Capacity · Coaching

A practical way to map responsibilities and choose a realistic weekly priority.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to map responsibilities and choose a realistic weekly priority.
  2. Rehearse one practical step and create: caregiving capacity map.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Caregiving capacity map
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Practical coaching for adult caregivers. Medical decisions, care assessments and legal authority questions belong with qualified professionals.

Request a proposal →
Caregiving · Group workshop

Caregiver Capacity · Workshop

A practical way to map responsibilities and choose a realistic weekly priority.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to map responsibilities and choose a realistic weekly priority.
  2. Practice in pairs using a guided example and develop: caregiving capacity map.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Caregiving capacity map
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Practical coaching for adult caregivers. Medical decisions, care assessments and legal authority questions belong with qualified professionals.

Request a proposal →
Caregiving · Individual coaching

Asking for Practical Help · Coaching

A practical way to turn a vague need into a specific request and backup option.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to turn a vague need into a specific request and backup option.
  2. Rehearse one practical step and create: help-request planner.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Help-request planner
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Practical coaching for adult caregivers. Medical decisions, care assessments and legal authority questions belong with qualified professionals.

Request a proposal →
Caregiving · Group workshop

Asking for Practical Help · Workshop

A practical way to turn a vague need into a specific request and backup option.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to turn a vague need into a specific request and backup option.
  2. Practice in pairs using a guided example and develop: help-request planner.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Help-request planner
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Practical coaching for adult caregivers. Medical decisions, care assessments and legal authority questions belong with qualified professionals.

Request a proposal →
Caregiving · Individual coaching

Sharing Family Responsibilities · Coaching

A practical way to clarify who owns recurring tasks and how to revisit commitments.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to clarify who owns recurring tasks and how to revisit commitments.
  2. Rehearse one practical step and create: family responsibility chart.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Family responsibility chart
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Practical coaching for adult caregivers. Medical decisions, care assessments and legal authority questions belong with qualified professionals.

Request a proposal →
Caregiving · Group workshop

Sharing Family Responsibilities · Workshop

A practical way to clarify who owns recurring tasks and how to revisit commitments.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to clarify who owns recurring tasks and how to revisit commitments.
  2. Practice in pairs using a guided example and develop: family responsibility chart.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Family responsibility chart
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Practical coaching for adult caregivers. Medical decisions, care assessments and legal authority questions belong with qualified professionals.

Request a proposal →
Caregiving · Individual coaching

Work and Care Coordination · Coaching

A practical way to prepare a workload conversation and organize questions about available benefits.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to prepare a workload conversation and organize questions about available benefits.
  2. Rehearse one practical step and create: work-and-care conversation outline.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Work-and-care conversation outline
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Practical coaching for adult caregivers. Medical decisions, care assessments and legal authority questions belong with qualified professionals.

Request a proposal →
Caregiving · Group workshop

Work and Care Coordination · Workshop

A practical way to prepare a workload conversation and organize questions about available benefits.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to prepare a workload conversation and organize questions about available benefits.
  2. Practice in pairs using a guided example and develop: work-and-care conversation outline.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Work-and-care conversation outline
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Practical coaching for adult caregivers. Medical decisions, care assessments and legal authority questions belong with qualified professionals.

Request a proposal →
Caregiving · Individual coaching

Appointment Organization · Coaching

A practical way to prepare logistics and questions for appointments without making medical decisions.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to prepare logistics and questions for appointments without making medical decisions.
  2. Rehearse one practical step and create: appointment preparation checklist.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Appointment preparation checklist
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Practical coaching for adult caregivers. Medical decisions, care assessments and legal authority questions belong with qualified professionals.

Request a proposal →
Caregiving · Group workshop

Appointment Organization · Workshop

A practical way to prepare logistics and questions for appointments without making medical decisions.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to prepare logistics and questions for appointments without making medical decisions.
  2. Practice in pairs using a guided example and develop: appointment preparation checklist.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Appointment preparation checklist
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Practical coaching for adult caregivers. Medical decisions, care assessments and legal authority questions belong with qualified professionals.

Request a proposal →
Caregiving · Individual coaching

Distance Caregiving · Coaching

A practical way to plan reliable check-ins, local contacts and practical backup arrangements.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to plan reliable check-ins, local contacts and practical backup arrangements.
  2. Rehearse one practical step and create: distance-care coordination map.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Distance-care coordination map
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Practical coaching for adult caregivers. Medical decisions, care assessments and legal authority questions belong with qualified professionals.

Request a proposal →
Caregiving · Group workshop

Distance Caregiving · Workshop

A practical way to plan reliable check-ins, local contacts and practical backup arrangements.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to plan reliable check-ins, local contacts and practical backup arrangements.
  2. Practice in pairs using a guided example and develop: distance-care coordination map.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Distance-care coordination map
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Practical coaching for adult caregivers. Medical decisions, care assessments and legal authority questions belong with qualified professionals.

Request a proposal →
Caregiving · Individual coaching

Making Room for Rest · Coaching

A practical way to identify a small protected break and the support needed to make it possible.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to identify a small protected break and the support needed to make it possible.
  2. Rehearse one practical step and create: rest-and-support plan.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Rest-and-support plan
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Practical coaching for adult caregivers. Medical decisions, care assessments and legal authority questions belong with qualified professionals.

Request a proposal →
Caregiving · Group workshop

Making Room for Rest · Workshop

A practical way to identify a small protected break and the support needed to make it possible.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to identify a small protected break and the support needed to make it possible.
  2. Practice in pairs using a guided example and develop: rest-and-support plan.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Rest-and-support plan
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Practical coaching for adult caregivers. Medical decisions, care assessments and legal authority questions belong with qualified professionals.

Request a proposal →
Caregiving · Individual coaching

Changing Care Responsibilities · Coaching

A practical way to reassess routines and personal priorities when a caregiving role changes.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to reassess routines and personal priorities when a caregiving role changes.
  2. Rehearse one practical step and create: care-role transition plan.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Care-role transition plan
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Practical coaching for adult caregivers. Medical decisions, care assessments and legal authority questions belong with qualified professionals.

Request a proposal →
Caregiving · Group workshop

Changing Care Responsibilities · Workshop

A practical way to reassess routines and personal priorities when a caregiving role changes.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to reassess routines and personal priorities when a caregiving role changes.
  2. Practice in pairs using a guided example and develop: care-role transition plan.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Care-role transition plan
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Practical coaching for adult caregivers. Medical decisions, care assessments and legal authority questions belong with qualified professionals.

Request a proposal →
Parenting pressures · Individual coaching

Family Routine Reset · Coaching

A practical way to build a manageable morning or evening routine around actual capacity.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to build a manageable morning or evening routine around actual capacity.
  2. Rehearse one practical step and create: family routine experiment.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Family routine experiment
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

For adult parents and caregivers. Activities focus on adult routines and communication; child assessment, therapy, custody advice and family mediation are outside scope.

Request a proposal →
Parenting pressures · Group workshop

Family Routine Reset · Workshop

A practical way to build a manageable morning or evening routine around actual capacity.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to build a manageable morning or evening routine around actual capacity.
  2. Practice in pairs using a guided example and develop: family routine experiment.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Family routine experiment
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

For adult parents and caregivers. Activities focus on adult routines and communication; child assessment, therapy, custody advice and family mediation are outside scope.

Request a proposal →
Parenting pressures · Individual coaching

The Invisible Workload · Coaching

A practical way to make planning tasks visible and agree how to share them.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to make planning tasks visible and agree how to share them.
  2. Rehearse one practical step and create: household workload map.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Household workload map
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

For adult parents and caregivers. Activities focus on adult routines and communication; child assessment, therapy, custody advice and family mediation are outside scope.

Request a proposal →
Parenting pressures · Group workshop

The Invisible Workload · Workshop

A practical way to make planning tasks visible and agree how to share them.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to make planning tasks visible and agree how to share them.
  2. Practice in pairs using a guided example and develop: household workload map.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Household workload map
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

For adult parents and caregivers. Activities focus on adult routines and communication; child assessment, therapy, custody advice and family mediation are outside scope.

Request a proposal →
Parenting pressures · Individual coaching

Calmer Everyday Conversations · Coaching

A practical way to practice a clear request, active listening and a respectful pause.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to practice a clear request, active listening and a respectful pause.
  2. Rehearse one practical step and create: family conversation cue card.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Family conversation cue card
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

For adult parents and caregivers. Activities focus on adult routines and communication; child assessment, therapy, custody advice and family mediation are outside scope.

Request a proposal →
Parenting pressures · Group workshop

Calmer Everyday Conversations · Workshop

A practical way to practice a clear request, active listening and a respectful pause.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to practice a clear request, active listening and a respectful pause.
  2. Practice in pairs using a guided example and develop: family conversation cue card.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Family conversation cue card
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

For adult parents and caregivers. Activities focus on adult routines and communication; child assessment, therapy, custody advice and family mediation are outside scope.

Request a proposal →
Parenting pressures · Individual coaching

Parent Boundaries and Capacity · Coaching

A practical way to choose realistic commitments and rehearse a respectful boundary.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to choose realistic commitments and rehearse a respectful boundary.
  2. Rehearse one practical step and create: parent capacity and boundary plan.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Parent capacity and boundary plan
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

For adult parents and caregivers. Activities focus on adult routines and communication; child assessment, therapy, custody advice and family mediation are outside scope.

Request a proposal →
Parenting pressures · Group workshop

Parent Boundaries and Capacity · Workshop

A practical way to choose realistic commitments and rehearse a respectful boundary.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to choose realistic commitments and rehearse a respectful boundary.
  2. Practice in pairs using a guided example and develop: parent capacity and boundary plan.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Parent capacity and boundary plan
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

For adult parents and caregivers. Activities focus on adult routines and communication; child assessment, therapy, custody advice and family mediation are outside scope.

Request a proposal →
Parenting pressures · Individual coaching

School Partnership Preparation · Coaching

A practical way to organize observations and questions for a constructive school meeting.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to organize observations and questions for a constructive school meeting.
  2. Rehearse one practical step and create: school meeting preparation sheet.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • School meeting preparation sheet
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

For adult parents and caregivers. Activities focus on adult routines and communication; child assessment, therapy, custody advice and family mediation are outside scope.

Request a proposal →
Parenting pressures · Group workshop

School Partnership Preparation · Workshop

A practical way to organize observations and questions for a constructive school meeting.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to organize observations and questions for a constructive school meeting.
  2. Practice in pairs using a guided example and develop: school meeting preparation sheet.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • School meeting preparation sheet
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

For adult parents and caregivers. Activities focus on adult routines and communication; child assessment, therapy, custody advice and family mediation are outside scope.

Request a proposal →
Parenting pressures · Individual coaching

Digital-Life Agreements · Coaching

A practical way to develop age-appropriate family expectations and a review conversation.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to develop age-appropriate family expectations and a review conversation.
  2. Rehearse one practical step and create: family digital agreement draft.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Family digital agreement draft
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

For adult parents and caregivers. Activities focus on adult routines and communication; child assessment, therapy, custody advice and family mediation are outside scope.

Request a proposal →
Parenting pressures · Group workshop

Digital-Life Agreements · Workshop

A practical way to develop age-appropriate family expectations and a review conversation.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to develop age-appropriate family expectations and a review conversation.
  2. Practice in pairs using a guided example and develop: family digital agreement draft.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Family digital agreement draft
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

For adult parents and caregivers. Activities focus on adult routines and communication; child assessment, therapy, custody advice and family mediation are outside scope.

Request a proposal →
Parenting pressures · Individual coaching

Solo-Parent Support Planning · Coaching

A practical way to identify dependable support, backup logistics and one manageable priority.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to identify dependable support, backup logistics and one manageable priority.
  2. Rehearse one practical step and create: parent support and backup map.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Parent support and backup map
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

For adult parents and caregivers. Activities focus on adult routines and communication; child assessment, therapy, custody advice and family mediation are outside scope.

Request a proposal →
Parenting pressures · Group workshop

Solo-Parent Support Planning · Workshop

A practical way to identify dependable support, backup logistics and one manageable priority.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to identify dependable support, backup logistics and one manageable priority.
  2. Practice in pairs using a guided example and develop: parent support and backup map.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Parent support and backup map
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

For adult parents and caregivers. Activities focus on adult routines and communication; child assessment, therapy, custody advice and family mediation are outside scope.

Request a proposal →
Parenting pressures · Individual coaching

Growing Independence · Coaching

A practical way to practice conversations about changing responsibilities and reasonable expectations.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to practice conversations about changing responsibilities and reasonable expectations.
  2. Rehearse one practical step and create: responsibility handover plan.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Responsibility handover plan
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

For adult parents and caregivers. Activities focus on adult routines and communication; child assessment, therapy, custody advice and family mediation are outside scope.

Request a proposal →
Parenting pressures · Group workshop

Growing Independence · Workshop

A practical way to practice conversations about changing responsibilities and reasonable expectations.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to practice conversations about changing responsibilities and reasonable expectations.
  2. Practice in pairs using a guided example and develop: responsibility handover plan.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Responsibility handover plan
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

For adult parents and caregivers. Activities focus on adult routines and communication; child assessment, therapy, custody advice and family mediation are outside scope.

Request a proposal →
Life transitions · Individual coaching

A New Chapter Roadmap · Coaching

A practical way to clarify values and choose a small next step during uncertainty.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to clarify values and choose a small next step during uncertainty.
  2. Rehearse one practical step and create: next-chapter roadmap.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Next-chapter roadmap
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Values, routines and practical next steps. Clinical grief support, mental-health treatment and legal advice are outside scope.

Request a proposal →
Life transitions · Group workshop

A New Chapter Roadmap · Workshop

A practical way to clarify values and choose a small next step during uncertainty.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to clarify values and choose a small next step during uncertainty.
  2. Practice in pairs using a guided example and develop: next-chapter roadmap.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Next-chapter roadmap
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Values, routines and practical next steps. Clinical grief support, mental-health treatment and legal advice are outside scope.

Request a proposal →
Life transitions · Individual coaching

Career and Life Crossroads · Coaching

A practical way to compare options using personal priorities and practical constraints.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to compare options using personal priorities and practical constraints.
  2. Rehearse one practical step and create: decision comparison worksheet.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Decision comparison worksheet
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Values, routines and practical next steps. Clinical grief support, mental-health treatment and legal advice are outside scope.

Request a proposal →
Life transitions · Group workshop

Career and Life Crossroads · Workshop

A practical way to compare options using personal priorities and practical constraints.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to compare options using personal priorities and practical constraints.
  2. Practice in pairs using a guided example and develop: decision comparison worksheet.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Decision comparison worksheet
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Values, routines and practical next steps. Clinical grief support, mental-health treatment and legal advice are outside scope.

Request a proposal →
Life transitions · Individual coaching

Moving and Starting Again · Coaching

A practical way to organize relocation tasks and first connections in a new community.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to organize relocation tasks and first connections in a new community.
  2. Rehearse one practical step and create: relocation and connection checklist.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Relocation and connection checklist
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Values, routines and practical next steps. Clinical grief support, mental-health treatment and legal advice are outside scope.

Request a proposal →
Life transitions · Group workshop

Moving and Starting Again · Workshop

A practical way to organize relocation tasks and first connections in a new community.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to organize relocation tasks and first connections in a new community.
  2. Practice in pairs using a guided example and develop: relocation and connection checklist.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Relocation and connection checklist
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Values, routines and practical next steps. Clinical grief support, mental-health treatment and legal advice are outside scope.

Request a proposal →
Life transitions · Individual coaching

Returning After Time Away · Coaching

A practical way to plan a gradual routine and useful expectation-setting conversations.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to plan a gradual routine and useful expectation-setting conversations.
  2. Rehearse one practical step and create: return-to-routine plan.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Return-to-routine plan
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Values, routines and practical next steps. Clinical grief support, mental-health treatment and legal advice are outside scope.

Request a proposal →
Life transitions · Group workshop

Returning After Time Away · Workshop

A practical way to plan a gradual routine and useful expectation-setting conversations.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to plan a gradual routine and useful expectation-setting conversations.
  2. Practice in pairs using a guided example and develop: return-to-routine plan.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Return-to-routine plan
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Values, routines and practical next steps. Clinical grief support, mental-health treatment and legal advice are outside scope.

Request a proposal →
Life transitions · Individual coaching

Retirement Beyond the Job · Coaching

A practical way to explore identity, weekly structure and meaningful activities after work.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to explore identity, weekly structure and meaningful activities after work.
  2. Rehearse one practical step and create: retirement life-design map.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Retirement life-design map
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Values, routines and practical next steps. Clinical grief support, mental-health treatment and legal advice are outside scope.

Request a proposal →
Life transitions · Group workshop

Retirement Beyond the Job · Workshop

A practical way to explore identity, weekly structure and meaningful activities after work.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to explore identity, weekly structure and meaningful activities after work.
  2. Practice in pairs using a guided example and develop: retirement life-design map.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Retirement life-design map
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Values, routines and practical next steps. Clinical grief support, mental-health treatment and legal advice are outside scope.

Request a proposal →
Life transitions · Individual coaching

Empty-Nest Next Steps · Coaching

A practical way to revisit roles, interests and connection when home life changes.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to revisit roles, interests and connection when home life changes.
  2. Rehearse one practical step and create: next-stage priorities worksheet.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Next-stage priorities worksheet
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Values, routines and practical next steps. Clinical grief support, mental-health treatment and legal advice are outside scope.

Request a proposal →
Life transitions · Group workshop

Empty-Nest Next Steps · Workshop

A practical way to revisit roles, interests and connection when home life changes.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to revisit roles, interests and connection when home life changes.
  2. Practice in pairs using a guided example and develop: next-stage priorities worksheet.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Next-stage priorities worksheet
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Values, routines and practical next steps. Clinical grief support, mental-health treatment and legal advice are outside scope.

Request a proposal →
Life transitions · Individual coaching

Rebuilding Everyday Connection · Coaching

A practical way to choose realistic ways to reconnect and build a support network.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to choose realistic ways to reconnect and build a support network.
  2. Rehearse one practical step and create: connection action map.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Connection action map
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Values, routines and practical next steps. Clinical grief support, mental-health treatment and legal advice are outside scope.

Request a proposal →
Life transitions · Group workshop

Rebuilding Everyday Connection · Workshop

A practical way to choose realistic ways to reconnect and build a support network.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to choose realistic ways to reconnect and build a support network.
  2. Practice in pairs using a guided example and develop: connection action map.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Connection action map
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Values, routines and practical next steps. Clinical grief support, mental-health treatment and legal advice are outside scope.

Request a proposal →
Life transitions · Individual coaching

Confidence During Change · Coaching

A practical way to break an intimidating next step into a manageable practice sequence.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to break an intimidating next step into a manageable practice sequence.
  2. Rehearse one practical step and create: small-steps confidence ladder.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Small-steps confidence ladder
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Values, routines and practical next steps. Clinical grief support, mental-health treatment and legal advice are outside scope.

Request a proposal →
Life transitions · Group workshop

Confidence During Change · Workshop

A practical way to break an intimidating next step into a manageable practice sequence.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to break an intimidating next step into a manageable practice sequence.
  2. Practice in pairs using a guided example and develop: small-steps confidence ladder.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Small-steps confidence ladder
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

Values, routines and practical next steps. Clinical grief support, mental-health treatment and legal advice are outside scope.

Request a proposal →
Financial-wellness education · Individual coaching

Know Your Money Picture · Coaching

A practical way to organize income, expenses and questions using a fictional example before private practice.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to organize income, expenses and questions using a fictional example before private practice.
  2. Rehearse one practical step and create: money-picture worksheet.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Money-picture worksheet
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

General financial education using fictional examples. No individualized investment, tax, legal or debt-settlement advice, product sales or promised financial outcomes. Keep account numbers, balances and financial records private.

Request a proposal →
Financial-wellness education · Group workshop

Know Your Money Picture · Workshop

A practical way to organize income, expenses and questions using a fictional example before private practice.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to organize income, expenses and questions using a fictional example before private practice.
  2. Practice in pairs using a guided example and develop: money-picture worksheet.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Money-picture worksheet
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

General financial education using fictional examples. No individualized investment, tax, legal or debt-settlement advice, product sales or promised financial outcomes. Keep account numbers, balances and financial records private.

Request a proposal →
Financial-wellness education · Individual coaching

A Spending Plan That Fits · Coaching

A practical way to compare needs, commitments and flexible spending in a sample budget.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to compare needs, commitments and flexible spending in a sample budget.
  2. Rehearse one practical step and create: spending-plan template.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Spending-plan template
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

General financial education using fictional examples. No individualized investment, tax, legal or debt-settlement advice, product sales or promised financial outcomes. Keep account numbers, balances and financial records private.

Request a proposal →
Financial-wellness education · Group workshop

A Spending Plan That Fits · Workshop

A practical way to compare needs, commitments and flexible spending in a sample budget.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to compare needs, commitments and flexible spending in a sample budget.
  2. Practice in pairs using a guided example and develop: spending-plan template.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Spending-plan template
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

General financial education using fictional examples. No individualized investment, tax, legal or debt-settlement advice, product sales or promised financial outcomes. Keep account numbers, balances and financial records private.

Request a proposal →
Financial-wellness education · Individual coaching

Bill Calendar and Cash Flow · Coaching

A practical way to map sample due dates and plan a repeatable bill-review habit.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to map sample due dates and plan a repeatable bill-review habit.
  2. Rehearse one practical step and create: bill-calendar template.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Bill-calendar template
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

General financial education using fictional examples. No individualized investment, tax, legal or debt-settlement advice, product sales or promised financial outcomes. Keep account numbers, balances and financial records private.

Request a proposal →
Financial-wellness education · Group workshop

Bill Calendar and Cash Flow · Workshop

A practical way to map sample due dates and plan a repeatable bill-review habit.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to map sample due dates and plan a repeatable bill-review habit.
  2. Practice in pairs using a guided example and develop: bill-calendar template.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Bill-calendar template
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

General financial education using fictional examples. No individualized investment, tax, legal or debt-settlement advice, product sales or promised financial outcomes. Keep account numbers, balances and financial records private.

Request a proposal →
Financial-wellness education · Individual coaching

Preparing for Unexpected Costs · Coaching

A practical way to identify possible surprise expenses and a self-chosen savings habit.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to identify possible surprise expenses and a self-chosen savings habit.
  2. Rehearse one practical step and create: unexpected-cost preparation worksheet.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Unexpected-cost preparation worksheet
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

General financial education using fictional examples. No individualized investment, tax, legal or debt-settlement advice, product sales or promised financial outcomes. Keep account numbers, balances and financial records private.

Request a proposal →
Financial-wellness education · Group workshop

Preparing for Unexpected Costs · Workshop

A practical way to identify possible surprise expenses and a self-chosen savings habit.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to identify possible surprise expenses and a self-chosen savings habit.
  2. Practice in pairs using a guided example and develop: unexpected-cost preparation worksheet.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Unexpected-cost preparation worksheet
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

General financial education using fictional examples. No individualized investment, tax, legal or debt-settlement advice, product sales or promised financial outcomes. Keep account numbers, balances and financial records private.

Request a proposal →
Financial-wellness education · Individual coaching

Understanding Credit Questions · Coaching

A practical way to learn basic credit vocabulary and prepare questions for qualified help.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to learn basic credit vocabulary and prepare questions for qualified help.
  2. Rehearse one practical step and create: credit-learning question guide.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Credit-learning question guide
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

General financial education using fictional examples. No individualized investment, tax, legal or debt-settlement advice, product sales or promised financial outcomes. Keep account numbers, balances and financial records private.

Request a proposal →
Financial-wellness education · Group workshop

Understanding Credit Questions · Workshop

A practical way to learn basic credit vocabulary and prepare questions for qualified help.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to learn basic credit vocabulary and prepare questions for qualified help.
  2. Practice in pairs using a guided example and develop: credit-learning question guide.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Credit-learning question guide
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

General financial education using fictional examples. No individualized investment, tax, legal or debt-settlement advice, product sales or promised financial outcomes. Keep account numbers, balances and financial records private.

Request a proposal →
Financial-wellness education · Individual coaching

Debt Options Education · Coaching

A practical way to organize questions about repayment approaches and recognize when specialist help is needed.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to organize questions about repayment approaches and recognize when specialist help is needed.
  2. Rehearse one practical step and create: debt-question organizer.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Debt-question organizer
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

General financial education using fictional examples. No individualized investment, tax, legal or debt-settlement advice, product sales or promised financial outcomes. Keep account numbers, balances and financial records private.

Request a proposal →
Financial-wellness education · Group workshop

Debt Options Education · Workshop

A practical way to organize questions about repayment approaches and recognize when specialist help is needed.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to organize questions about repayment approaches and recognize when specialist help is needed.
  2. Practice in pairs using a guided example and develop: debt-question organizer.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Debt-question organizer
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

General financial education using fictional examples. No individualized investment, tax, legal or debt-settlement advice, product sales or promised financial outcomes. Keep account numbers, balances and financial records private.

Request a proposal →
Financial-wellness education · Individual coaching

Benefits and Paycheck Literacy · Coaching

A practical way to practice reading a fictional pay statement and comparing questions about benefits.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to practice reading a fictional pay statement and comparing questions about benefits.
  2. Rehearse one practical step and create: pay-and-benefits question checklist.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Pay-and-benefits question checklist
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

General financial education using fictional examples. No individualized investment, tax, legal or debt-settlement advice, product sales or promised financial outcomes. Keep account numbers, balances and financial records private.

Request a proposal →
Financial-wellness education · Group workshop

Benefits and Paycheck Literacy · Workshop

A practical way to practice reading a fictional pay statement and comparing questions about benefits.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to practice reading a fictional pay statement and comparing questions about benefits.
  2. Practice in pairs using a guided example and develop: pay-and-benefits question checklist.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Pay-and-benefits question checklist
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

General financial education using fictional examples. No individualized investment, tax, legal or debt-settlement advice, product sales or promised financial outcomes. Keep account numbers, balances and financial records private.

Request a proposal →
Financial-wellness education · Individual coaching

Money Conversations and Shared Goals · Coaching

A practical way to practice a respectful money conversation and define one shared review habit.

Customized proposal

Suggested three 45-minute virtual sessions over four weeks.

See pathway & resources
  1. Clarify your situation and choose a goal to practice a respectful money conversation and define one shared review habit.
  2. Rehearse one practical step and create: money-conversation agenda.
  3. Review what worked and refine a 14-day practice plan.

Your practical resource

  • Money-conversation agenda
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

General financial education using fictional examples. No individualized investment, tax, legal or debt-settlement advice, product sales or promised financial outcomes. Keep account numbers, balances and financial records private.

Request a proposal →
Financial-wellness education · Group workshop

Money Conversations and Shared Goals · Workshop

A practical way to practice a respectful money conversation and define one shared review habit.

Customized proposal

Suggested 90-minute virtual workshop for 6–25 adults, with organizer planning beforehand.

See pathway & resources
  1. Agree a learning priority and adapt a fictional scenario to practice a respectful money conversation and define one shared review habit.
  2. Practice in pairs using a guided example and develop: money-conversation agenda.
  3. Choose a voluntary action and review its usefulness after 14 days.

Your practical resource

  • Money-conversation agenda
  • Practice worksheet and 14-day follow-through plan

Resources are prepared and delivered during the program; they are not public downloads in this catalog.

Review progress

One self-chosen action, practice frequency and optional feedback on usefulness. Groups use fictional examples; sharing personal experiences is optional.

General financial education using fictional examples. No individualized investment, tax, legal or debt-settlement advice, product sales or promised financial outcomes. Keep account numbers, balances and financial records private.

Request a proposal →

Your proposal, before you commit

Choose a topic, language and format. We tailor scope to your priorities, accessibility needs, time and group. Before booking, support confirms sessions, schedule, negotiated price, applicable taxes, payment, resource access duration, cancellations, rescheduling and refunds in writing. Unlimited messaging is not included. Requests open an email for you to review and send; they do not book or charge. Organizers may agree attendance and aggregate feedback; personal reflections are not shared by default. Do not include private information about relatives, children or employees. Privacy expectations and their limits are agreed before starting. These educational programs are for adults; they do not replace therapy or emergency services and do not guarantee outcomes.

Clear service boundaries

Practical coaching for adult caregivers. Medical decisions, care assessments and legal authority questions belong with qualified professionals.

For adult parents and caregivers. Activities focus on adult routines and communication; child assessment, therapy, custody advice and family mediation are outside scope.

Values, routines and practical next steps. Clinical grief support, mental-health treatment and legal advice are outside scope.

General financial education using fictional examples. No individualized investment, tax, legal or debt-settlement advice, product sales or promised financial outcomes. Keep account numbers, balances and financial records private.

Find My Support →