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


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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