School districts
Faculty and staff wellness workshops delivered on site. We have worked with District 209 in Maywood and District 205 in South Holland, Illinois.
Financial Wellness · Leadership Consulting
Your financial wellbeing is our business.
We help teams and families understand their money, reduce the stress that follows them to work, and build wealth that outlasts them. Education first — strategy second.
30+ years
Leading and coaching people
US Marine
Honorable service, Letter of Commendation
Multi-book
Author, speaker, educator
Who this is for
Serving your team, so they can best serve you
Financial stress does not stay at home. It shows up as distraction, absence and turnover. We work with the organizations whose people carry responsibility for others.
Government & municipalities
Leadership development and financial literacy for agencies whose staff work under public scrutiny and sustained pressure.
Corporate & nonprofit teams
Benefits education, retirement readiness and manager coaching for companies that want the plan they already pay for to actually get used.
Workplace wellness
A program your employees will actually use
Most benefits go unused because nobody explains them in plain language. We come in, teach the fundamentals, and stay available for the questions people are embarrassed to ask in a group.
- Live financial literacy sessions, customized to your workforce
- Retirement and future planning — 401(k), 403(b), 457, IRA
- Tax savings and tax diversification strategies
- Debt reduction and elimination
- Budgeting, and balancing money with life
- Open “Understanding My Finances” Q&A sessions
Leadership consulting
Strong organizations start with stable leaders
These are not soft topics. They are risk management. We focus on five pillars that sustain performance under pressure.
TimeDiscipline and decision clarity
HealthPhysical and mental wellbeing
WealthFinancial wellness and literacy
RelationshipsHealthy professional dynamics
PurposeLeadership with direction
Client results
We let the work speak
“Your workshop presentation was so enlightening. Our faculty and staff members were empowered by the information you shared.”Karen O. Proviso Math and Science Academy, District 209 · Maywood, IL
“Your service has been an asset to our school!”K. Osterman Thornwood High School, District 205 · South Holland, IL
“Thank you for working with my wife and I to set up our Legacy Family Bank. This is an amazing generational wealth building strategy!”Burnham R. Client · Chicago, IL
“Osazee helped me manage my finances better and with saving — and showed me how to let my money work for me, instead of me just working for it.”Lionel T. Client · Bellwood, IL
“What I’ve gained from Osazee about wealth vehicles for legacy growth has opened my eyes to what’s possible — a clear path to attain wealth and sustain it for generations.”Jonathan N. Client · Frisco, TX
Free download
Creating a Family Legacy Bank
Osazee’s eBook on the Infinite Banking Concept — how families build a pool of capital they control, borrow against, and pass down.
- How a legacy bank is structured
- Where the capital comes from
- What it replaces in a traditional plan
Start here
Ready to empower your financial future?
We start by sending you the eBook. From there you’re scheduled for a one-on-one discovery call to find where you are financially and identify where you want to be. Together we build the plan.
Complimentary
Ask about our free wellness workshop
We will run an introductory financial wellness session for your team at no cost, so you can see the material and the delivery before you commit to anything.