Purpose

XPonential Inc.’s purpose is to provide empowerment and create a unique learning environment for family financial education.

From our experience working with families in the wealth transition process, we identified a need for a financial education program. Parents we work with often have many questions about their children’s preparation and readiness for financial stewardship.

We often hear parents asking “where can I send my children for financial education?” The answer is that there are few resources (especially Canadian ones), and we believe the most successful approach is a trusted advisor and parent intentionally guiding children through a learning process.

We provide a program for young adults ages 18-30. For more information on the program and process, please click here.

 

Financial Education 101

Many people still wonder – what does “financial education” mean? Here’s what it means to us:

It has to be relevant, meaningful and FUN! Our program is designed to be hands-on, interactive, and is delivered in a one-on-one coaching setting.

It is uniquely tailored to the needs of each family, however, there are foundational concepts that contribute to building financial acumen.

It is a process where families learn how to talk more openly about money, young adults learn financial skills such as budgeting, tracking, investing, and due diligence.