Government-Ready.
Fully Documented.

EWALK Holdings LLC is a SAM.gov-registered financial education holding company structured for multi-award, multi-agency government contracting. This page and the downloadable PDF contain everything a contracting officer, program manager, or foundation officer needs to evaluate our entity.

Official Document

EWALK Holdings LLC
Capability Statement 2026

PDF · Single page · Full registration data · NAICS codes · Past performance

Download Capability Statement

Registration

NAICS Codes & Classification

611430	Professional & Management Development Training
611710	Educational Support Services
611699	All Other Miscellaneous Schools & Instruction
624190	Other Individual & Family Services
541611	Administrative & General Management Consulting Services
519190	All Other Information Services
561499	All Other Business Support Services

What We Deliver

Core Competencies

■ Competency 01

Family Financial Education & Empowerment

Structured financial literacy programming for low-to-moderate income families and underserved communities — delivered through workshops, digital platforms, and curriculum.

■ Competency 02

Curriculum Development & Licensing

Three-volume financial literacy book series (Break the Cycle) aligned to Jump$tart, CEE, CFPB, HUD, and Title I national standards. Eligible for institutional adoption and licensing.

■ Competency 03

Digital Platform & Membership Programs

Legacii — a three-pillar empowerment platform covering budgeting, investing, and legacy planning — with workshop delivery and sustained digital membership ($49–$199/mo recurring).

■ Competency 04

Content Production & Audience Development

Faith-centered financial content series (Mind Your Money Moments) distributed via YouTube, newsletter, social media, and books. Proven audience development model serving families and faith communities nationally.

■ Competency 05

Grant Writing & Proposal Development

Full-service grant and proposal writing operation serving federal, state, foundation, and corporate funding streams across all program areas simultaneously.

■ Competency 06

Financial Compliance & Bookkeeping

Internal and client-facing bookkeeping services ensuring grant compliance, contract financial reporting, and audit readiness across all subsidiaries.

Why EWALK Wins

Competitive Differentiators

Six reasons EWALK Holdings reduces risk, simplifies procurement, and delivers measurable outcomes for agencies and grantors.

Lived-Experience Authority

The founder personally navigated simultaneous bankruptcy, foreclosure, and bereavement — then rebuilt to full debt freedom. That transformation is the credibility no competitor can manufacture.

Vertically Integrated Model

Content, curriculum, platform, compliance, and proposal development all under one holding company — reducing government procurement complexity and vendor fragmentation.

Standards-Aligned Curriculum

Break the Cycle is aligned to Jump$tart, CEE, CFPB, HUD, and Title I standards. Agencies inherit a compliance-ready, auditable educational framework.

Government-Ready Structure

Structured as a holding company with dedicated subsidiaries for education delivery, grant writing, and financial compliance — engineered for multi-award, multi-agency contracting.

Scalable Delivery Model

In-person workshops, digital membership, licensed curriculum, and government-funded community initiatives — adaptable to any agency format or deployment requirement.

Measurable Outcome Framework

Legacii and Break the Cycle operate on defined participant outcome targets — budget completion rates, investment account openings, and compliance readiness — reportable for grant performance.

Track Record

Qualifications & Past Performance

Published Author	Developed and published original financial literacy curriculum: 5 Conversations Wealthy Parents Have With Their Kids That Poor Parents Don't. Intellectual property underpins all EWALK programming.
Founder — Our Money Matters Too	Established financial empowerment platform and community serving families across the African American community. Active audience, published content, and engagement history.
H&R Block — Tax Pro & Branch Manager	18 years at H&R Block as a tax professional and branch manager, plus 18 years at H&R Block as a tax professional and branch manager — part of a 40+ year career in financial services experience spanning, client consulting, and branch management. Guided hundreds of families through complex financial decisions.
NYC Transit Authority Supervisor (ret.)	Career public sector leadership with demonstrated organizational management, compliance, and service delivery in a government-structured environment.
SAM.gov — Active Registration	Registered for federal procurement and grant award eligibility. UEI: Y52VNKS5LMW3. EIN: 41-4310831. Current and compliant.
Curriculum Standards Alignment	Break the Cycle curriculum aligned to Jump$tart, CEE, CFPB, HUD, and Title I national financial literacy standards — eligible for federally funded institutional adoption.
Personal Financial Transformation	Navigated simultaneous bankruptcy, foreclosure, and bereavement in 2019 — subsequently achieving full debt elimination. This lived experience is the credibility foundation of all EWALK programming.

Funding & Reach

Funding Alignment & Markets Served

EWALK programming maps directly to active federal, state, and foundation funding streams — accelerating award timelines and reducing procurement risk for agency partners.

CFPB Financial Education Program Grants
Consumer Financial Protection Bureau · Direct alignment
HUD Community Development Block Grants
CDBG · Housing counseling agencies · Workforce programs
USDA SNAP-Ed Nutrition Education Funds
Family financial wellness programming
Dept. of Education — Title I, Part A
ESEA / ESSA Family Engagement · School district deployment
47-State Financial Literacy Mandate Funds
State-level curriculum adoption and licensing
JPMorgan Chase · Bank of America · Wells Fargo
Corporate community grants and foundation funding
FCC E-Rate · FEMA Resilience · SBA · DOL Workforce
Additional federal program alignment

Primary Market

LMI households — particularly African American and minority families experiencing disproportionate wealth gaps

K–12 Education

Title I school districts, after-school programs, parent financial literacy nights, and district-wide financial wellness mandates

Government Programs

HUD housing counseling agencies, workforce development programs, SNAP-Ed initiatives, and municipal family empowerment programming

Faith Communities

Church small-group financial discipleship series, pastoral care supplements, and congregation stewardship campaigns

Nonprofit Sector

Community centers, public libraries, credit unions, and nonprofit financial coaching programs — nationally scalable via curriculum licensing

Future: Federal (Yrs 2–3)

DHS, HHS, VA, DOL, and Treasury financial empowerment mandates — targeted following initial past performance accumulation