Financial Trainings & Consulting

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Empowering You with Financial Knowledge & Strategic Insight

At Oakwood Financial Partners, we believe that financial literacy is the foundation of long-term success. That’s why we offer expert-led financial trainings and consulting services tailored to individuals, families, businesses, and organizations across the United States.

Whether you’re looking to better manage personal finances, train your employees on budgeting and credit management, or receive one-on-one consulting to scale your business financially—our customized financial education programs are designed to create clarity, confidence, and control.

Our team of global experts help you achieve sustainable, organic growth by focusing on three critical building blocks: an outside-in approach that puts customers first, a uniquely great customer experience and internal capabilities that ensure you deliver optimal customer interactions at every touchpoint.

Workshops & Seminars

We host in-person and virtual financial education sessions on topics such as: Budgeting & money management Credit building & repair strategies Debt reduction techniques Saving & investment basics Financial goal setting & planning Perfect for individuals, schools, churches, and corporate teams.

Business Financial Consulting

Small and mid-sized businesses benefit from our strategic consulting in: Business credit development Financial structure optimization Cash flow management Tax planning & financial compliance

1-on-1 Financial Consulting

Our certified financial consultants provide personalized financial guidance, helping you: Identify money leaks & bad spending habits Create actionable financial plans Improve credit health Prepare for homeownership, investments, or retirement

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Why Choose Oakwood Financial Partners?

Whether you’re a working professional, a business owner, or a community leader looking to equip others with practical financial tools—Oakwood Financial Partners is your trusted partner for transformative financial education.

 

Expert Educators & Certified Consultants
Tailored Programs for Every Need
Real-World Tools & Strategies That Work
Support Beyond the Workshop

“What I loved most about Oakwood was their honesty and professionalism. No hidden charges, no false promises—just real results. Within 90 days, they helped remove 5 collections and raised my credit by over 80 points!”
Sandra K., Duluth, MN