InnerFund™ meets people and systems at the point where money patterns can change.
We serve people and institutions who are ready to move beyond surface-level “one-size-fits-all” financial education and address what actually drives money behavior.
InnerFund is designed for moments of transition, responsibility, and growth—when existing strategies are no longer producing the outcomes needed, and deeper alignment becomes necessary.
InnerFund is a strong fit for:
01 — Financial institutions and foundations
investing in financial health, capability, and long-term wealth outcomes. InnerFund deepens impact by addressing the behavioral and cultural factors that shape how people engage with financial tools and opportunities.
02 — Universities, high schools, and educational programs
supporting students, staff, and communities. We offer frameworks that help learners and educators understand the emotional and identity-based dimensions of money, preparing them for sustainable financial decision-making.
03 — Organizations and community programs
navigating economic stress, transition, or growth. InnerFund equips teams and participants with language, tools, and ethical systems that rebuild trust, strengthen financial resilience, and create equitable pathways to wealth.
04 — Founder, executive, and leadership cohorts
carrying financial responsibility and decision-making weight. Our work helps leaders identify inherited money narratives, align financial choices with organizational values, and model healthy wealth behavior for those they lead.
FAQs
What does an InnerFund partnership include?
1
InnerFund partnerships are designed around your organization’s goals and audience. Options can include:
Live workshops / keynotes (in-person or virtual)
Multi-week cohorts with guided exercises and facilitation
Train-the-trainer for your staff or ambassadors
Curriculum + toolkits you can deploy internally
Pilot programs with an outcomes recap and recommendations
We’ll recommend the right format after a short discovery call based on your population, timeline, and budget.
How do we choose between a workshop, a cohort, or a pilot?
2
A good rule of thumb:
Workshop: best for awareness + momentum (fastest to launch)
Cohort: best for behavior change + accountability (highest transformation)
Pilot: best for proving ROI + scaling (includes outcomes summary + next-step plan)
If you’re unsure, we typically start with a workshop and convert the most engaged participants into a cohort.
What makes this different?
3
Most financial tools are:
info-heavy
shamey
spreadsheet-first
InnerFund is:
identity-first
story + psychology
behavior change
institution-ready
InnerFund helps participants identify and shift the underlying drivers of financial behavior—like scarcity, shame, avoidance, impulsive spending, and over-giving—so they can build healthier habits. Depending on your program goals, outcomes may include:
Increased financial confidence and clarity
Improved consistency with earning/saving/paydown routines
Stronger boundaries and decision-making
Higher engagement in financial wellness programming
For institutions, InnerFund supports stronger participation, trust-building, and a clearer understanding of what your community actually needs.
How do you handle sensitive personal information and privacy?
4
InnerFund’s approach centers dignity and confidentiality. We do not sell participant information. If your partnership includes assessments, reflections, or surveys, we can structure them so reporting is aggregate and anonymized, focusing on trends and outcomes—without exposing individuals’ personal stories. We also tailor data collection to align with your organization’s privacy policies and comfort level.