GENERATIONAL WEALTH
"The Gift That Keeps On Giving"
IPX Management Consulting, LLC is an intergenerational prosperity exchange that has been providing business management and financial consulting services for nearly 20 years. We assist individuals, groups, and businesses with economic growth in various ways.
IPX Management Consulting provides coaching and facilitates seminars on career transitions, college readiness, economic empowerment and enrichment, and financial strategies. Our general business services include technology planning, strategy development, compliance, and operational support.
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As a company, we consider community presence to be of great importance and conduct workshops for the community at churches, libraries, and small groups to provide guidance on organizational success.
COURSE DESCRIPTION & LEARNING OUTCOMES
COURSE DESCRIPTION
This program is designed to provide individuals with a sustainable blueprint of financial and economic empowerment for generations. Topics in the Generational Wealth Builder Program place the power into the hands of parents. This program is designed to improve the quality of life for parents, children, and grandchildren. This is NOT a one size fits all program as it is understood that life situations vary, and we each deal with situational changes. Thus, there may be times when a client must have more than one session on the same course or revisit the same course a year or more later due to life circumstances. The goal is to build a solid foundation on which generations will “reap what hath been sewn” by those before them.
Courses include 1) Counting for Cookies, 2) Coin Purse/Wallet Shopping, 3) Banking My Allowance, 4) Big Kid Debit Card, 5) Saving and Retirement…I’m Not Too Little, 6) Mind My Own Business, 7), Earned Independence, 8) College Readiness, and 9) Parent Financial Planning sessions on demand.
Each course is based on individual capacity as it relates to financially, mentally, spiritually, and emotionally.
This is not a “cookie-cutter” program that can be replicated from one family to the next.​
COURSE LEARNING OUTCOMES
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Children learn to count money and invest
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Children learn the value of money and the impact of debt
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Children learn to shop and make decisions
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Children establish financial and business goals
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Children learn basic knowledge of banking concepts to include savings and checking.
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Children develop a baseline budget and personal wealth plan.
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Children become good philanthropic citizens
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Children learn how to increase cash flow by earning money either at home or with a business
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Children earn independence and a sense of pride
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Child and family prepared for college
*** Generational Wealth Builder sessions are private and may require more than one session to accomplish
goals to build a strategy that is sustainable.
"IPX took the time to get to know me and my financial goals, and made complicated financial information easy to understand, even pleasant! After a few sessions with them, my financial life was better organized, and my path forward is very clear."