Workshops

Explore how your background, attitudes, beliefs, and emotions shape your financial decisions. This workshop delves into the psychology of money, helping you understand your money habits to develop a healthier relationship with your finances. Through self-reflection and practical exercises, you'll gain insights into how to manage money more effectively.

Learn how to create and sustain wealth that can be passed down through generations. We’ll cover strategies for building long-term financial security, smart investing, estate planning, and financial education for the whole family. Discover how to leave a lasting legacy for your loved ones.

Understand how compound interest works and why it's one of the most powerful tools in personal finance. You'll learn how to maximize your savings and investments to take full advantage of compound interest, helping you reach your financial goals faster.

Navigate the various financial vehicles available for growing and protecting your wealth. This workshop provides an overview of your options and their respective benefits, covering savings accounts, stocks, bonds, mutual funds, and retirement accounts. 

Learn the fundamentals of creating and maintaining a budget that works for you. This workshop covers the basics for everybody: tracking your income and expenses, setting financial goals, and developing an action plan. You'll gain practical tools and techniques to manage your money more effectively, reduce financial stress, and make informed spending decisions.

Focused on the unique challenges and opportunities women face in planning for retirement, this workshop offers tailored advice on building a secure retirement plan. Topics include understanding retirement accounts and strategies for closing the retirement savings gap. 

This workshop focuses on shifting financial mindsets and setting clear goals. Learn strategies to develop a mindset geared towards wealth and financial peace, with a special portion of our time spent on vision boarding and visualizing your financial goals while we create a tangible plan to achieve them.