Who Invited You is a startup company based in Colorado, United States, specializing in Financial Self-Sufficiency programs and services for adults, young adults, and youth (K-12). Our comprehensive offerings include Financial Literacy Program Coordination, Financial Literacy Instructors, Staff Training, Personal Financial Planning, Portfolio Consultations, One-on-One Financial Coaching, Workshop Facilitation, and Keynote Speaking engagements. We deliver these services through multiple channels, including on-site visits, local in-person sessions, virtual classes, and phone consultations.
The managing principal, Jerrie Ellison Beauford, brings over 28 years of experience from her tenure at Charles Schwab, a Fortune 500 company. As a Financial Relationship Engineer, Ms. Beauford has consistently connected clients with appropriate products and services to achieve their financial goals. Her expertise as a Branch Consultant, Licensed Stock Broker, and Financial Planner for High-Net-Worth Clients, coupled with her proficiency in business operations, strategic communications, and administrative support, positions her ideally to lead the company’s management and operations.
Who Invited You is poised to deliver top-tier services from the outset, aiming to quickly establish ourselves as industry leaders. We are committed to maintaining a unique and reputable image by consistently delivering on our promises of high-quality service. Our dedication to establishing strong client relationships, providing value for money, and leveraging word-of-mouth marketing alongside targeted online strategies will drive our growth and profitability.
Recent research by moneyzine.com reveals concerning trends in financial literacy rates across the United States, highlighting a growing need for improved financial education across various demographics. Key findings include:
These statistics underscore the critical importance of enhancing financial education programs and resources across all segments of the population. Who Invited You is committed to addressing these gaps by employing innovative strategies and approaches to cultivate financial acumen in our clients, with a focus on creating lasting impact for current and future generations.
Our commitment to excellence is reflected in our personalized approach to each client’s needs. We prioritize the quality of our sessions and treat every client with the utmost respect, recognizing that this forms the foundation of our business model. Continuous research and improvement of our methodologies ensure that we remain at the forefront of financial education and coaching.
While based in Colorado, Who Invited You aims to expand its reach to neighboring areas and welcome international clients through our planned web platform. This digital presence will allow us to transcend geographical barriers, providing a range of support options and granting clients significant autonomy in their financial education journey.
Who Invited You’s core mission is to significantly improve and enrich lives through comprehensive financial education. Our primary goal is to empower Americans to discover and achieve economic independence by fostering financial literacy. We utilize a powerful combination of knowledge, education, and cultural understanding to make meaningful connections with our clients.
At Who Invited You, we recognize that each individual’s financial journey is unique. Therefore, we meet you wherever you are on your path to financial success. Whether you’re just starting to learn about budgeting or you’re looking to optimize your investment strategy, our programs are tailored to suit your specific needs and aspirations.
Our approach is holistic and personalized. We don’t just provide information; we guide you step-by-step towards your dream financial destination. This journey may involve learning about saving strategies, understanding credit, exploring investment options, or planning for retirement. Whatever your goals may be, we’re committed to providing the tools, resources, and support you need to reach them.
By focusing on financial literacy, we aim to break the cycle of economic inequality and empower individuals to take control of their financial futures. We believe that with the right education and guidance, everyone can achieve financial self-sufficiency and build a stable, prosperous future for themselves and their families.
Our vision is to empower adults and youth alike on their journey to financial freedom. We aspire to become a formidable force in the United States market for financial education, revolutionizing how individuals approach their economic well-being. Our mission is to guide clients from merely surviving to truly thriving, providing them with the knowledge and tools necessary to secure their financial future.
At Who Invited You, we believe that everyone deserves a seat at the Financial Freedom table. Our comprehensive programs are designed to break down complex financial concepts into accessible, actionable strategies. By focusing on economic inclusion for all, we aim to bridge the gap between financial literacy and financial success, regardless of one’s background or starting point.
Through our innovative Financial Self Sufficiency programs, we equip individuals with the skills to:
Our vision extends beyond simply educating; we aim to inspire a shift in mindset that empowers individuals to take control of their financial destinies. By fostering a community of financially savvy adults, young adults, and youth, we’re not just changing individual lives – we’re shaping the economic landscape of future generations.
At Who Invited You, our primary objective is to establish a successful, growth-oriented financial education group that makes a significant impact both nationally and internationally. We are committed to excellence in providing Financial Self-Sufficiency programs and services to adults, young adults, and youth from kindergarten through 12th grade.
By focusing on these objectives, Who Invited You aims to establish itself as a leader in financial education, delivering value to our clients while achieving sustainable growth and profitability.
The following core values will guide Who Invited You in all its operations and interactions:
We are committed to building unwavering client confidence through consistently delivering exceptional services. Our goal is to establish Who Invited You as the trusted industry leader in financial education.
Transparency is paramount in all our dealings. We commit to full disclosure of our processes and pricing, ensuring our clients receive maximum value for their investment in our programs.
We pledge to conduct regular, comprehensive safety audits and implement best practices to maintain our reputation for excellence. Our commitment to ongoing enhancement ensures we remain at the forefront of financial education.
Who Invited You maintains the highest safety standards in service delivery. All our facilities and educational tools undergo rigorous maintenance and regular updates to ensure optimal performance and safety during our training programs.
Jerrie Ellison Beauford, founder of Who Invited You, brings a wealth of experience to her financial education venture. A graduate of Texas Tech University, Ms. Beauford relocated to Denver, Colorado, three decades ago, where she embarked on a distinguished career in finance. For 28 years, she served at Charles Schwab, a Fortune 500 company, as a Branch Consultant, Licensed Stock Broker, and Financial Planner for High-Net-Worth Clients.
From the moment we launched our the usability test, it took only a week useful results.From the moment we launched our usability test,There are many more variations of passages.
From the moment we launched our the usability test, it took only a week useful results.From the moment we launched our usability test.
From the moment we launched our the usability test, it took only a week useful results.From the moment we launched our usability test,There are many more variations of passages.
From the moment we launched our the usability test, it took only a week useful results.From the moment we launched our usability test.
From the moment we launched our the usability test, it took only a week useful results.From the moment we launched our usability test,There are many more variations of passages.
From the moment we launched our the usability test, it took only a week useful results.From the moment we launched our usability test.
Who Invited You is owned and operated under the leadership of Jerrie Ellison Beauford, a seasoned financial professional with over 20 years of experience. Ms. Beauford's expertise spans various aspects of the financial industry, including licensed stock brokerage, portfolio consultation, Financial Literacy instruction, and Personal Financial Plan development. As the company's owner and primary operator, she will oversee all aspects of the business while strategically employing staff to fill key positions within the organization.
Who Invited You is a cutting-edge Financial Education Group that leverages the latest industry trends to provide comprehensive Financial Self Sufficiency programs and services.
Our pricing structure is carefully designed to align with industry standards while remaining competitive and accessible to our target audience. We have no intention of implementing price hikes; instead, our focus is on increasing patronage through attractive and fair pricing.
Recent data indicates a concerning decline in overall adult financial literacy, with notable disparities among demographics, genders, and income levels.
At Who Invited You, our competitive edge is rooted in our unwavering commitment to building long-term relationships with our trainees.
We deliver these services through multiple channels, including on-site visits, local in-person sessions, virtual classes, and phone consultations.
+1(720)440-2346
whoinvitedyou1@gmail.com
Centennial Colorado