Frequently Asked Questions
Boodle & You – A good fit?
INDIVIDUALS – Financial Consultations
Q. What is Boodle?
Boodle is a Financial Education Company dedicated to teaching individuals how to invest in the stock market using mutual funds. The name boodle was chosen because one definition means “having a lot, especially of money”, and that is our goal for you!
Q. How do you accomplish this goal?
After you become a client we will meet quarterly (4 times a year) and either in-person or through video conferencing, we will teach you the basics of investing , and show you how to get started. You will develop a financial education skillset that will last a lifetime.
Q. Your fee of $599.00 seems a bit high.
Why do you charge that amount? Our fee, over time is viewed as reasonable by our clients because they come to understand the value & importance of the subject they are learning, and in the long term, do not have an issue with our fee.
Q. I live in another state, can you come to my state?
Your consultations would occur through Video Conferencing.
Q. If after one year, can I cancel?
Yes, you can. We do not impose a contract on any client.
Q. How do I get started?
Just click here. Fill out your contact information, and we will contact you within 24 hours.
SCHOOL & DISTRICT CLIENTS – Money 101 Workshops
Q. Can you describe your workshop?
Money 101 is a 6-lesson workshop that teaches students, parents, and neighborhood stakeholders the importance of building wealth over time. These 6 lessons, given once a week are fun, engaging, and school centric! We follow financial history, and there is even homework involved! Attendees receive certificates of achievement at the end of lesson six.
Q. With tight budgets, and dwindling resources, how do schools manage to pay boodle’s $1999.00 fee?
Many public schools have access to Title 1 funds which allow for allocated dollars to be used to assist parents with learning a subject at school that helps both parent & child. Many schools fund their Money 101 workshop with these funds.
Q. Can you list a few of your workshop clients?
Chicago Public Schools, Fenwick High School, Lewis Elementary School.
Q. Is there a maximum size audience for your Money 101 workshop?
No, not at all. We can produce a workshop in a classroom, an auditorium, or through video conferencing.
BUSINESS CLIENTS – Lunch & Learn
Q. Why should my company utilize your services?
Because we will teach your workforce how to maximize this important company benefit, and this should positively impact your company’s bottom line.
Q. If we hire your firm, what are we getting?
You are getting a service that will have a positive impact on your workforce, and we will show them how to squeeze every penny out of this unique company perk!
Q. Can you name a company that has sought out Boodle’s services?
Privately held residential property management company, Community Builders has purchased our workshop.
Q. Does Boodle accept purchase orders?
Yes, we do, and company checks and direct deposits.
Q. My company is rather small. How could we afford this?
The Lunch & Learn workshop for business is essentially a training tool for your work force. We recommend that you consult with your HR, Accountant, or Enrolled Agent and inquire if this course is tax deductible.
Q. Do you have references?
Yes, we do, and they are available upon request.