Financial Counseling & Coaching

I work with individuals, couples, and families to build healthier financial habits and achieve greater peace of mind. 

Areas of focus include:

• Reducing or eliminating debt

• Developing and maintaining a realistic budget

• Building and sustaining emergency and long-term savings

• Improving communication and resolving relationship issues around money

• Establishing healthy financial habits and goals for future security

Media & Consultation

I collaborate with organizations, educational institutions, and media professionals to explore the connections between personal finance, family dynamics, and consumer behavior. 

Consultation topics include:

• Personal financial planning and education

• Family dynamics and financial decision-making

• Consumer behavior and financial well-being

• Workplace financial wellness and family-friendly policies

Program Development & Training 

I design and deliver customized programs that empower individuals, families, and communities to build financial capability and family well-being. Drawing on my CFLE and AFC expertise, I develop evidence-based curricula and interactive learning experiences tailored to diverse audiences.

Services include:

• Program Design & Curriculum Development: Creating educational materials, workshops, and courses that integrate financial literacy with family life education principles.

• Professional Training: Providing training and professional development for educators, counselors, and community leaders.

• Workshop Facilitation: Leading engaging sessions on budgeting, debt management, family communication, and financial goal setting.

• Evaluation & Impact Assessment: Helping organizations evaluate program outcomes and strengthen educational effectiveness.

For further information, please reach out to me via email  Xiaohui.Sophie.Li@gmail.com