Government Financial Wellness Contractor | Priceless Financial Coaching

Government, RFP, and contracting information

Government, RFP, and Contracting Information

Financial wellness education, employee support, and practical money decision-making programs for agencies, public institutions, nonprofits, and organizations.

Priceless Financial Coaching, LLC provides financial wellness education, financial literacy workshops, employee financial wellness support, budgeting education, debt reduction education, and digital money education tools for organizations and public-sector partners.

Capability Summary

Priceless Financial Coaching delivers trauma-informed, inclusive financial wellness services designed to help individuals and groups budget income, reduce debt, understand credit, plan for future expenses, and make clearer financial decisions. Services can be adapted for employees, caregivers, people with disabilities, neurodivergent individuals, underserved communities, public programs, and organizational wellness initiatives.

Core Competencies

Financial coaching and budgeting support

Debt reduction and credit education

Employee financial wellness programs

Financial literacy workshops and training

Specialized financial support for caregivers and people with disabilities

Digital money education programs and tools

Money stress and financial decision-making education

Group education and private coaching options

Custom financial wellness programming

Available Services for Agencies and Organizations

Employee Financial Wellness Programs

Workplace financial wellness support for employers, agencies, and organizations that want to help employees reduce financial stress and make clearer money decisions.

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Financial Literacy Workshops

Group financial education for employees, program participants, caregivers, students, community members, and professional audiences.

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Budgeting, Debt, and Credit Education

Practical education on cash flow, debt reduction strategy, credit health, saving, and everyday financial decision-making.

Caregiver and Disability-Informed Financial Support

Inclusive financial education and support designed with awareness of caregiver responsibilities, disability-related complexity, neurodivergence, and real-life financial stress.

Digital Money Education Tools

Digital programs and tools that support financial education, decision-making, and ongoing learning in accessible formats.

Differentiators

  • Founder-led financial wellness support
  • Behavioral psychology and emotional wellness-informed approach
  • Trauma-informed and non-shaming financial education
  • Inclusive, neurodiverse-friendly communication and design
  • Experience supporting caregivers, neurodivergent individuals, and underserved communities
  • Ability to combine live coaching, group education, on-demand education, and tech-assisted tools
  • Cost-effective solutions for agencies, employers, and individuals
  • No financial product sales
  • No investment management

Contracting Information

Legal Business Name Priceless Financial Coaching, LLC
SAM.gov Registration Active Registration
Unique Entity ID Z7KDYPCWBPD3
CAGE Code 11RJ0
Purpose of Registration All Awards
SAM Expiration Date Nov. 21, 2026
Entity Type Business or Organization
Profit Structure For Profit Organization
SAM Entity Structure Sole Proprietorship
Socio-Economic Designations Self Certified Small Disadvantaged Business; Women-Owned Small Business; Women-Owned Business
SBA Certifications SBA-Certified Economically Disadvantaged Women-Owned Small Business; SBA-Certified Women-Owned Small Business
Government / RFP Contact [email protected]

NAICS and PSC Codes

NAICS Codes

611430 Professional and Management Development Training
541618 Other Management Consulting Services
813319 Other Social Advocacy Organizations
541611 Administrative Management and General Management Consulting Services
624190 Other Individual and Family Services

PSC Codes

U008Training
U009Education
U099Other education and training services
R408Program management/support
R410Support services
R499Other professional services
G002Social services
G099Other social services
R701Management services
R708Public relations and communications
R707Contract and procurement support
R699Other administrative support services

Relevant Past Performance

  • Contracted as an Independent Support Broker through Iowa’s Consumer Choices Option program, supporting Medicaid self-direction.
  • Facilitated financial wellness workshops for corporate employees, including neurodiverse audiences, with focus areas including budgeting, debt, and credit.
  • Founded and led The Money Connection community with targeted support circles for people with disabilities, caregivers, and general participants.

Appropriate Buyers and Partners

Government agencies
Public institutions
Schools and colleges
Nonprofits
Municipalities
Workforce development programs
Employee wellness initiatives
HR and benefits teams
Community education programs
Disability support programs
Caregiver support programs
Organizations serving underserved communities

Scope and Boundaries

Priceless Financial Coaching provides financial education, coaching, workshops, digital education tools, and decision support. Services do not include tax preparation, legal advice, investment management, bankruptcy advice, debt settlement, or the sale of financial products.

Request Capability or Contracting Information

For RFPs, procurement inquiries, agency partnerships, or public-sector financial wellness programs, contact Priceless Financial Coaching with a brief note about the opportunity, audience, timeline, and requested scope.

Government Contracting FAQs

Is Priceless Financial Coaching registered in SAM.gov?

Yes. Priceless Financial Coaching, LLC has an active SAM.gov registration.

What is Priceless Financial Coaching’s Unique Entity ID?

Priceless Financial Coaching’s Unique Entity ID is Z7KDYPCWBPD3.

What is the CAGE code?

The CAGE code is 11RJ0.

What services are available for government or public-sector partners?

Services may include financial wellness education, financial literacy workshops, employee financial wellness programs, budgeting support, debt and credit education, caregiver-informed financial support, disability-informed financial education, and digital money education tools.

Is Priceless Financial Coaching women-owned?

Yes. Priceless Financial Coaching is listed with women-owned business designations and SBA-Certified Women-Owned Small Business and Economically Disadvantaged Women-Owned Small Business certifications.

Does Priceless Financial Coaching provide financial literacy workshops?

Yes. Priceless Financial Coaching provides financial literacy workshops and training for organizations, employee groups, agencies, nonprofits, and community audiences.

Can programs be customized for a specific audience?

Yes. Programs can be adapted for the audience, goals, format, timing, and level of support needed.

Does Priceless Financial Coaching provide tax, legal, or investment advice?

No. Priceless Financial Coaching provides financial education, coaching, workshops, digital tools, and decision support. It does not provide tax preparation, legal advice, investment management, bankruptcy advice, debt settlement, or financial product sales.