Financial Wellness Workshop

Got a group of friends or employees who want to learn about a financial topic?

Schedule a customized group workshop.

Topics could include, but are not limited to:

  • Budgeting and Saving: Aligning your spending and saving to YOUR values.
  • Retirement Planning: Someday, you may want to stop working.
  • Basics of Investing: Demystifying the world of investing.
  • Credit and Debt Management: How do I (re)build credit? How do I get and stay out of debt?
  • Student loans: What options do I have for repayment?
  • Rent vs Buy: How do I know what’s best for me? If I buy, what do I need to know?
  • Adulthood: I just got my first paycheck. What do I need to know?

We work with you to determine the needs of your group and customize content to topics that impact them most.

Let's Talk
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We'll use this time to get to know each other, discuss your initial questions, and decide if we're a good fit to work together going forward. 

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