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
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.
Learn moreFinancial Literacy Workshops
Group financial education for employees, program participants, caregivers, students, community members, and professional audiences.
Learn moreBudgeting, 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
| U008 | Training |
|---|---|
| U009 | Education |
| U099 | Other education and training services |
| R408 | Program management/support |
| R410 | Support services |
| R499 | Other professional services |
| G002 | Social services |
| G099 | Other social services |
| R701 | Management services |
| R708 | Public relations and communications |
| R707 | Contract and procurement support |
| R699 | Other 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
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.