Patti Handy

For more than 25 years, I have helped individuals and organizations improve financial confidence through education—not sales. My career spans financial coaching, mortgage lending, executive coaching, curriculum development, public speaking, and digital content creation. I partner with employers, fintech companies, HR organizations, and financial services firms to create educational experiences that simplify complex financial topics, increase employee engagement, and inspire meaningful action. Whether developing a comprehensive financial wellness program, leading a webinar, writing educational content, or coaching employees and executives, my goal is always the same: make money conversations practical, approachable, and empowering.