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About Us

Who We Are

Financial Literacy Counsel is a boutique financial planning and education company founded in 1999 to do one thing: move people financially forward.

Financial Education

Financial education is the foundation of everything we do. We are trusted by schools, health authorities, corporations and associations to empower their students, employees and members with the confidence to make better financial choices.

We are also nationally recognized leaders in financial education as the winners of the 2020 IFSE Financial Literacy Champion.

Financial Planning

Financial planning begins with education. By understanding our clients’ unique situation and priorities, we design bespoke financial solutions that move them forward and bring their life goals within reach.

Book an Appointment

Take the first step on your new financial journey.

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