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Providing Financial Consulting, Workshops, Coaching & Speaking

Topic-Based Workshops

From foundational skills like identifying/setting goals and creating personalized spending plans, to more advanced topics such as debt, credit, savings, investment strategies and more, participants of our workshops will gain practical skills and essential knowledge to confidently make decisions about their personal finances for both now and the future.

Sample Topics

Additional Topics Available and Workshops Can Be Tailored Specifically to Your Needs & Wants

Financial Wellness Basics

Understanding the importance of establishing financial balance along with all of the other elements that impact your day-to-day and future life. This includes identifying your values, creating goals and establishing the best plan of action that will allow you to take control of your financial life in a way that allows you to reach those goals.

Budgeting
/Spending Plans

How to create a sustainable spending plan that aligns with your goals and values. We help you reshape your mindset from one of restriction to one of freedom. We help you better understand why you make the spending decisions you do and how to create new patterns and behaviors that will set you up for financial success and freedom of choice. Sticking to a budget isn't about restricting yourself, it's about teaching yourself to make more successful and sustainable decisions over time. This workshop digs in to they why behind your patterns and helps you align your spending with decisions that will set you up for current and future success.

Understanding & Reducing Debt

Understanding debt doesn't have to be as complicated as you think. Once you learn how to use debt in your favor, it can improve your overall financial life. Reducing debt is part of that process, including understanding which types of debts to pay down first. We provide you with the tools and strategies that can help you reduce your debt as quickly as possible. We also educate you on the dangers of debt and how to stay on top of it, in order to reduce the negative effects that debt can have on your financial life and overall lifestyle in general.

Credit

How to understand what exactly credit means and its implications in your financial life. This includes gaining an understanding of your credit report and credit score (and why you need to check them and how often), as well as all of the things that impact both. We also teach you about the various factors that impact your credit score and actions you can take to improve it.

Savings

According to a Bankrate survey, only 40% of Americans have enough cash to cover an unexpected $1,000 expense, like a car repair or medical bill. Instead, they would put it on a credit card, take out a personal loan, sell something or borrow the money from someone else. We teach our members not only the importance of building savings, but also help them create a plan of action to actually start accumulating some cash in the bank. We teach different methods of savings, what certain funds should be used for and how to stay on track with a personalized plan.

Banking Basics

From choosing the best checking and savings accounts to keeping track of your money in simple ways, our workshops teach members the foundations of banking and money management, including how to protect your various types of accounts.

Identity & Financial Protection

Identity and financial protection are more important today than ever before. From protecting your identity, bank accounts, other financial accounts and more, we teach strategies that will help you keep all of your personal information safe and secure.

Student Loans

From choosing the right type of school to choosing the right types of loans for your personal situation, we guide you through the entire process from start to finish – including how it all works and strategies to paying off any type of financial aid. 

Investing Basics

The idea of investing for the first time on your own can be intimidating — and confusing.

But with a little guidance, it doesn’t have to be either! We break down the process of getting started and the best way to begin investing extra cash.

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