Big Idea

Shared financial literacy, equitable and participatory financial processes, and inclusive experiences around money can transform your organization.

1) TRANSPARENCY AROUND MONEY MAKES STRONGER ORGANIZATIONS.

Salary transparency can increase retention and decrease discontent.

Budget transparency can increase buy-in to projects and deepen team spirit.

Spending transparency makes priorities evident and can facilitate prioritization.

Financial process transparency increases stakeholder awareness, makes key decisions meaningful, and can decrease last-minute scrambles.

2) FINANCIAL TRANSPARENCY IS A SOLVABLE EQUITY AND INCLUSION ISSUE

Knowing what others are paid for similar work is crucial to address the pay gap – and to retain excellent employees. We’re all talking about it, and many teams are instituting transparent salaries. Will your org step into the future or resist the wave?

Socio-economic inequality plays out on your staff and team. If you don’t see it, it’s only because you’re not impacted. Will your team take time to worry or to move the needle?

Deciding together about the budget is a form of power sharing. Does everyone understand why the budget lines are set they way they were? Explainers and input sessions can mean buy-in to the work done and issues prioritized. Will your budget generate excitement or resentment?


FINANCIAL INNOVATION IS FOR EVERYONE // My work with cities, startups, and change-making organizations has shown me that innovation from the ground up is highly valuable. Quite simply, people are more likely to act on, and buy in to, things that center them. Imagine that.

How to start

Making change is not a one-and-done activity.

In order to be effective, inclusive, and innovative I leverage empathy and listening, design thinking, speculative methods, transformative coaching, nonviolent communication, agile and lean prototyping – proven frameworks and methods that lead to meaningful outcomes.


Read case studies and methods write-ups from Medium below, connect with me on Twitter, check out my personal finance blog, or email me here to discuss a project.

Learn How: Case Studies & Articles

Explore client work projects here, and how we might work together here.