All of Report on Money’s engagements, whether they be speaking or consultative in nature, are designed to help you understand how money can be made and kept and the essential principles for life-long financial success. All of our teachings are based on extensive academic research as well as real-world experience. The objective is to give individuals and groups the tools to master wealth over time rather than a series of opportunistic or get rich quick strategies.

In both the speeches and the consulting engagements, the emphasis is on demonstrating and providing a practical step-by-step approach to the topic at hand. The approach is to demonstrate through up-to-date examples based on real-world experience, how money and financial success can be obtained, maintained and developed. In developing the presentation materials we work hand in hand with the client to customize the subject matter to meet individual needs. We draw heavily on real life examples and the practical experiences of the principals in the design of all consulting and speaking engagements.

Generally, our consulting engagements are typically half and full-day sessions where we focus on core skill development and application. Our consulting engagements include the following components:

• Half and full-day sessions
• A pre-session survey to determine the current situation, practices and plans
• An interview session with key decision makers to set goals and objectives for the session, identify and prioritize opportunities and gain a consensus
• A road map for the upcoming session
• The preparation of key findings and recommendations

• Invest for Success – Proven Principles for Investing Success
• The Skeptical Investor – Surviving the Turbulence on Wall Street
• Enron – Inside the Rise and Fall
• The Leadership Challenge
• Rich or Poor – The Choice is Yours
• Small Business Assessment