DEK LLC Education Division
Empowering Through Financial Literacy, Strategy, and Impact-Driven Consulting.
At DEK LLC, we believe that education, financial empowerment, and strategic vision are essential for creating lasting change. Our Education Division delivers innovative solutions and personalized support to individuals, businesses, educational institutions, public entities, and nonprofit organizations. Through coaching, curriculum, consulting, and community-based programming, we help our partners thrive financially, operationally, and socially.
Our Core Focus Areas
Financial Literacy & Wealth Education We deliver foundational and advanced financial education tailored for individuals, families, and communities:
- Financial Planning Fundamentals: Budgeting, saving, debt elimination, retirement, and wealth building.
- Insurance Awareness: Life, health, disability, long-term care, and asset protection.
- Investment Basics: Stocks, bonds, IRAs, and mutual funds.
- Alternative Investment Strategies: Private equity, real estate, venture capital, and digital assets.
- Credit & Lending Education: Consumer/business credit, funding access, and loan structuring.
One-on-One Coaching & Financial Consultation
Our tailored coaching programs meet clients where they are, providing guidance and accountability across:
- Financial health and life planning
- Intergenerational wealth and legacy development
- Business owner wealth strategies
- Debt-to-wealth frameworks
- Retirement and succession alignment
Private Sector, Corporate, and Public Sector Planning
Private Sector, Corporate, and Public Sector Planning
- Business succession & liquidity planning
- Capital readiness and access to investors/lenders
- Tax-efficient business exit strategies
Corporate Executive Benefit Consulting
- Deferred compensation and retirement solutions
- Equity, bonus, and retention plans
- Holistic executive wealth coaching
Public Sector Planning
- Pension maximization and 403(b)/457 plan literacy
- Strategic use of public grants and capital projects
- Cross-agency planning and community partnerships
Nonprofit Consulting & Strategy
We help nonprofit leaders build mission-driven organizations that are financially healthy, scalable, and impactful:
- Sustainability Planning: Developing diversified revenue models, donor pipelines, and recurring income strategies
- Strategic Growth Consulting: Board development, program scaling, and partnership alignment
- Legacy Planning: Structuring endowments, planned giving programs, and founder transition strategies
- Grant Readiness & Storytelling: Strengthening proposals through clarity of mission, outcomes, and ROI
- Operational Infrastructure: Building systems, staffing models, and technology tools for growth.
Institutional Curriculum & Program Development
We help nonprofit leaders build mission-driven organizations that are financially healthy, scalable, and impactful:
- Custom K–12 and higher-ed financial literacy programs
- Educator and youth mentor training
- Community-based outreach & equity initiatives
- Vocational financial programming (STEAMS, trades, entrepreneurship)
Investment, Private Banking, & Lending Education
Helping professionals and entrepreneurs make informed capital decisions:
- Wealth education for high-net-worth individuals and families
- Private banking, portfolio building, and multi-generational planning
- Lending education: business lines, SBA, construction, and commercial capital
- Bank readiness: pitch deck support and term sheet navigation.
We bring real-world knowledge from banking, finance, education, nonprofit leadership, and business development.
Customized, Practical Solutions
We meet each client or institution at their level, customizing strategies with empathy, clarity, and purpose.
We don’t just teach financial tools, we help build long-term strategies for legacy, growth, and resilience.
Whether you’re a nonprofit in need of strategy, a business leader seeking clarity, or a school ready to implement financial education, DEK LLC is your trusted partner for sustainable success.
Contact Us Today Ready to take control of your financial future? Contact DEK LLC to schedule a consultation and discover how our Financial Advisory Services can help you succeed.