B2B AND LICENSING

Finance education for teams with high-value money questions.

Workshops and licensed content for startups, tech teams, agencies, creator companies, benefits platforms, and financial wellness programs.

Open enrollment, equity compensation, 401(k) fees, tax-season prep, cash systems, and insurance basics.

Templates, explainers, calculators, source-backed scripts, and HENRY education packs for partner platforms.

B2B work is educational only. No individualized employee advice, no fiduciary relationship, no personal data sharing.