Engagement Options

Choose Your Strategic Starting Point

We offer structured ways to engage with Biddles Group β€” whether you’re building financial confidence, strengthening your investing process, or delivering education through an organization

Designed for people who want clarity, not guesswork

Our engagement options are built for individuals and organizations who value structure, education, and long-term thinking.

This includes:

Individuals seeking financial confidence and guidance

Investors looking for tools and repeatable strategies

Professionals and entrepreneurs aligning money with long-term goals

Organizations delivering financial education or wellness initiatives

Tailored Solutions

Money Coach & Mentorship Program

$20/m

Structured support focused on building confidence, clarity, and consistency in financial decision-making.

Money Mentor Toolkit

Guided financial conversations

Values-aligned decision frameworks

Create an actionable plan

 

WBC Weekly Markets & Investing Brief

$49/m

Join a 2 hour weekly stock & crypto market review & analysis. Covering market economics, fundamentals, and technical trade setups.

Goal Accountability

Collaborative mentorship community

Collaborative mentorship community

Commnity chat & support

 

Workshops & Institutional Engagements

Request Information

Financial education and wellness programming for organizations, nonprofits, and mission-driven groups.

Programs are designed to be practical, accessible, and aligned with financial literacy initiatives.

Financial wellness workshops

Curriculum support

Speaking and education sessions

 

Strategy Sessions

FINANCIAL STRATEGY SESSION

$199

Build clarity and confidence around your financial direction through structured conversation and planning frameworks.

Financial structure, priorities, and decision-making

Cash flow and planning considerations

Aligning money decisions with values and goals

Best for:

Individuals seeking a financial reset and clear next steps

 

Investing, & Wealth Strategy Consultation

$249

Develop a disciplined, intentional approach to investing aligned with your goals, risk tolerance, and time horizon.

Investment strategy and risk awareness.

Portfolio alignment and decision frameworks

Overview of tools, indicators, and methodologies

Best for:

Investors looking to move from reaction to strategy with expert support

 

Non-Profit Treasury & Governance Session

$299

Strengthen financial oversight and long-term sustainability through treasury and governance-focused guidance.

Cash flow and reserve strategy

Board oversight and fiduciary responsibilities

Financial structure, technology tools and best practices

Best for:

Nonprofit leaders, treasurers, and board members

 

Beyond Strategy Sessions

Ongoing guidance and institutional engagement

For individuals and organizations seeking deeper or ongoing support, additional engagement options may be available based on fit and scope.

This may include:

  • Investor tools and education programs
  • Live market sessions and dashboards
  • Workshops and organizational engagements

πŸ† Trusted Nationwide. Rooted in Communities.

Unlock Your Financial Edge

Build wealth, learn the markets, or grow your business β€” one session at a time.

No fluff. No overwhelm.

Just smart, strategic conversations designed to move you forward.

We educate, empower, and equip β€” many advisors sell plans that people never execute.

Testimonial

Client Experience

"Brandon brought the perfect mix of energy, knowledge, and relatability. Our attendees are still talking about it!"

Christopher Ford

Director Political Consultant; Force Detroit

β€œThe Biddles Group team has a gift for breaking down complex financial topics in a way that truly connects. They spark action.”

Shari Ware

Founder, Still Standing

Insightful Strategies for
Finance & Investment Excellence

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Copyright 2007 Biddles Investment Group

Disclaimer: Biddles Group provides financial education, research, and consulting services. We do not manage assets or provide individualized investment advice.

Biddles Group supports and collaborates with nationally recognized financial education organizations, including the National Financial Educators Council (NFEC), the Michigan Financial Educators Council (MFEC), and Mike Pair Money to advance financial literacy initiatives and community education.


Michigan


Administrative Office
15900 W. 10 Mile Rd Ste 211
Southfield, MI 48067


(248) 487-9496

info@biddlesgroup.com
service@biddlesgroup.com


Georgia


Investment Group Office
Partner Office