Money Basics for Young People
Budgeting, saving and smart spending.
FINANCIAL EDUCATION & ADVISORY
Financial Knowledge Creates Financial Confidence.
Practical financial education, CFO advisory, and business financial solutions designed to help you understand your money, make smarter decisions, and own your financial future.
Financial Education · CFO Advisory · Consulting · Planning
Plan Your MoneyOwn Your FutureFinancial EducationCFO AdvisoryBusiness ConsultingFinancial Management & Planning
Plan Your MoneyOwn Your FutureFinancial EducationCFO AdvisoryBusiness ConsultingFinancial Management & Planning
01 · ABOUT
Financial Expertise, Made Practical.
Financial Confidence Academy helps people and businesses understand their money, make smarter financial decisions, and build a stronger financial future. Founded by an experienced finance leader, we bring real-world corporate finance, accounting, budgeting, financial analysis and CFO-level expertise into a practical, easy-to-understand format.
We work with business owners, entrepreneurs, students, families and organizations who want more than someone to crunch the numbers. We help you understand what the numbers actually mean, and what to do with them.
2Core Pathways: Education and Business
5Service Areas
4Principles Behind Every Engagement
100%Virtual-Ready Services
TWO WAYS WE HELP
Two Ways We Help You Move Forward.
Financial Education
For students, children, families, schools, organizations and groups.
- Real-world money skills
- Budgeting and saving
- Spending and credit
- Debt and financial responsibility
- Healthy financial habits
WHAT WE DO
Practical Finance for Every Stage.
Financial Education
Practical money education for children, teens, students, families, schools and organizations.
- Budgeting, saving and spending
- Credit and debt
- Healthy financial habits
CFO & Financial Advisory
Strategic financial guidance for small businesses and entrepreneurs.
- Budgeting, forecasting and cash flow
- Financial analysis and reporting
- Profitability and decision support
Business & Finance Consulting
Understand performance, improve processes, solve financial challenges and identify opportunities.
- Performance analysis
- Process improvement
- Turning data into action
Financial Management & Planning
Support with budgets, financial models, reporting, planning, forecasting and ongoing financial management.
- Budgets and financial models
- Reporting and forecasting
- Ongoing management
Workshops & Customized Programs
Customized financial education workshops, presentations and programs for schools, businesses, organizations and groups.
- Schools and student groups
- Businesses and teams
- Organizations and families
WHY FINANCIAL CONFIDENCE ACADEMY
We Don't Just Give You the Numbers. We Help You Understand What They Mean.
And what to do next.
FINANCIAL EDUCATION
Teach Money Skills That Last a Lifetime.
Financial education can start early. Programs are customized by age, audience and goals for children, students, schools, families, organizations and businesses.
01
Budgeting
Know where your money goes.
02
Saving
Build goals that fit real life.
03
Spending
Needs versus wants, made clear.
04
Credit
Understand how credit works.
05
Debt
Make responsible choices.
Future programs and resources may include:
- Student Financial Literacy Programs
- School Workshops
- Parent & Family Education
- Business Financial Workshops
- Downloadable Resources
- Courses & Online Programs
- Worksheets & Tools
- Speaking Engagements
FOR BUSINESS OWNERS
Know Your Numbers. Make Better Decisions.
Experienced CFO-level guidance without necessarily hiring a full-time CFO. We focus on financial management, analysis and advisory, not simply recording transactions, and work alongside your existing bookkeeping or accounting professionals.
Budgeting
Forecasting
Cash-Flow Management
Financial Reporting
Profitability Analysis
Financial Planning
Business Performance
Strategic Decision-Making
WHO WE HELP
From First Dollar to Boardroom.
Whether we're teaching a child to manage their first dollar or helping a business owner understand profitability, the goal is the same.
Students
Practical money skills
Families
Healthy habits at home
Schools
Classroom workshops
Entrepreneurs
Clarity on the numbers
Small Businesses
CFO-level guidance
Mid-Sized Businesses
Planning and reporting
Nonprofits
Stronger financial processes
Organizations
Customized programs
Groups
Workshops and speaking
HOW WE WORK
The Financial Confidence Framework.
A clear path from understanding to ownership.
01
Understand
Know what your numbers mean.
02
Plan
Build a financial path forward.
03
Decide
Use information to make informed choices.
04
Grow
Move forward with greater confidence.
05
Own
Take control of your financial future.
WHAT MAKES US DIFFERENT
Financial Confidence Comes From Understanding, Not Intimidation.
Clarity
Making complex financial concepts easy to understand.
Practicality
Knowledge people can actually use.
Real-World Expertise
Corporate finance and leadership experience in every engagement.
Personalized Guidance
Support built around your goals and needs.
MEET THE FOUNDER
Meet Tara Bongard.
Founder · Finance Leader · CFO & Financial Advisor · Financial Educator
Tara is an accomplished finance professional with extensive experience leading financial operations, planning, analysis, accounting, budgeting, forecasting and business strategy for growing organizations, including senior finance leadership, plant controllership, financial planning and analysis, reporting and operational finance.
After years in corporate finance, she recognized that financial knowledge shouldn't be limited to executives, accountants or business owners. That realization led her to create Financial Confidence Academy, built from real-world experience, not theory.
"Don't just give people the numbers. Teach them how to understand them and use them."
Senior Finance LeadershipPlant ControllershipFinancial Planning & AnalysisBudgeting & ForecastingReportingOperational FinanceBusiness StrategySenior Finance LeadershipPlant ControllershipFinancial Planning & AnalysisBudgeting & ForecastingReportingOperational FinanceBusiness Strategy
WAYS TO WORK TOGETHER
Support That Fits Your Needs.
Every engagement is scoped to your goals. Contact us for pricing.
02
Project-Based Services
Budgets, models, forecasts and reporting built for a defined goal.
04
Workshops & Speaking
Programs for schools, businesses, organizations and groups.
TESTIMONIALS
What Our Clients Say
"Finally understand my cash flow and what to do next."
"My kids now talk about saving and budgeting with confidence."
"A practical, engaging program our students connected with."
"Clear forecasts and real guidance for big decisions."
"Stronger planning and reporting across our organization."
"Finally understand my cash flow and what to do next."
"My kids now talk about saving and budgeting with confidence."
"A practical, engaging program our students connected with."
"Clear forecasts and real guidance for big decisions."
"Stronger planning and reporting across our organization."
GET STARTED
Ready to Build Financial Confidence?
Whether you need practical financial education or experienced guidance for your business, we'll help you understand your numbers and move forward with confidence.
FINANCIAL CONFIDENCE RESOURCES
Insights Are On the Way.
Educational content about money, business finance, budgeting, financial literacy and entrepreneurship.
Know Your Business Numbers
Cash flow, profitability and reporting.
Planning for Confident Decisions
Forecasting and financial planning.
FAQ
Your Questions, Answered
Financial Confidence Academy provides practical financial education, CFO advisory, financial management and business consulting services. We help individuals, students, entrepreneurs and businesses better understand their finances and make informed financial decisions.
We work with small business owners, entrepreneurs, students, families, schools, nonprofits and organizations looking to improve their financial knowledge and decision-making.
Programs can cover budgeting, saving, spending, credit, debt, financial responsibility, money management and building healthy financial habits. Programs can be customized based on age, audience and goals.
Yes. We provide financial and CFO advisory services that help business owners understand their numbers and make better decisions, including budgeting, forecasting, cash-flow analysis, financial reporting, profitability analysis, financial planning and strategic financial guidance.
CFO advisory gives businesses access to experienced financial expertise without necessarily hiring a full-time CFO. We help owners understand performance, identify opportunities and risks, plan for the future and make stronger decisions.
We focus primarily on financial management, analysis, advisory and education rather than recording transactions. When appropriate, we help identify the financial information and reporting a business needs and work alongside existing bookkeeping or accounting professionals.
Absolutely. We develop customized workshops, presentations and programs for schools, businesses, organizations and groups based on their audience and goals.
Yes. Financial education should start early. Programs teach age-appropriate concepts such as saving, spending, budgeting, needs versus wants, earning money and responsible decisions.
Yes. We offer one-time consultations, project-based services, workshops and ongoing advisory relationships.
Yes. Businesses can engage us for ongoing financial guidance and support based on their needs.
Contact us. We'll learn about your goals, challenges and needs and help determine the best approach.
Yes. Many of our services can be provided virtually, wherever you are.
Contact us through the website and tell us about yourself, your business or organization and what you're looking for. We'll follow up to discuss your goals and the best next step.
Financial information should be understandable, not intimidating. We combine real-world finance leadership with practical education to help you understand what the numbers mean and how to use them.
Financial confidence starts with financial knowledge.
Contact UsCONTACT
Start the Conversation.
Tell us a little about yourself and what you're looking for. We'll follow up to discuss your goals and the best next step.
- FounderTara Bongard
- Emailtara.bongard@financialconfidenceacademy.org
- Phone(646) 578-4712
- LinkedInTara Bongard