We offer over 30 years of combined expertise spanning immigration law, human resources, operations, strategic planning, non-profit organizational development, international relations, finance, entrepreneurship, and business strategy.

Through our work helping over 200 immigrants navigate the financial system in Immigrant Finance®, we have developed rare national expertise in the intersection of the immigration law, financial, investing, and tax compliance systems. We offer the only financial education training in the world designed specifically for immigrants.

We invite you to learn more about our consulting and training services below. Please feel free to each out to us at [email protected] to discuss your needs and explore what custom solutions we can offer.


We offer consulting services for companies and organizations seeking to support their multicultural workforces and expand their impact including:

  • Financial wellness training for workers from immigrant, first generation American, child of immigrant, and multicultural backgrounds
  • Workforce sustainability best practices for immigrant workers
  • People and culture / Diversity, Equity, Inclusion, and Belonging (DEIB) best practices to support immigrant workers
  • Strategic planning for non-profit organizations

Training & Workshops

We offer custom training and workshops on various financial wellness, financial education, and business development topics for immigrants. 

Our clients have included Ultimate Kronos Group (UKG), Georgetown University, Golden Door Scholars, LatinxEd, the Hispanic Alliance for Career Enhancement, Latinas in Tech, the Latina Coalition of Silicon Valley, Midwest Mujeres, the National Community Reinvestment Coalition, Financial Gym, the Coaching Fellowship Empowering Women Leaders, and the Association for Financial Counseling & Planning Education.