We offer FREE individual financial coaching and financial workshops for groups

Free Individual Financial Coaching


Virtual 60 minute confidential meeting, customized financial wellness solutions for you.

For Who

All community members and agency employees at no charge. 

Financial Coach, Counselor & Educator

Learn about Shay Port, CPA

This program is funded by a generous grant

Financial Literacy Workshops

What We Offer

Custom financial literacy workshops for your group or organization

For Who
  • Seniors: focus on Social Security and Medicare
  • Young professionals: focused on building credit and reducing debt
  • Teens: introduction to budgeting and finance

Have an idea? Just ask! We will work with you to customize any workshop.


Smart Money Habits Workshops

What We Offer

This 90-minute class provides real-life examples of the best way to create a budget, avoid debt, and build savings and introduce the experience of an interest-free loan.

Attendees put their new skills into practice by building a personal budget and have the opportunity to apply for a small interest-free loan.  This small loan will provide the students an opportunity to better understand the ‘ins and outs’ of borrowing money and to experience the satisfaction of fulfilling their financial obligation.

For Who

Young adults ages 18-23.


Mitzvah Program

What We Offer

This is a learning program about personal finance, and what JIFLA does. Mitzvah candidates raise money for JIFLA from their own networks. We provide all of the learning & fundraising tools to ensure a successful project.

For Who

B’nei Mitzvah or confirmation class students.

Learn More