
Intro to Financial Fulfillment
Workshop 1
Purpose
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Provide an insightful exploration into personal values
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Guide participants to reflect on how aligning your finances with these values can promote a more intentional and fulfilling financial journey.
Benefits
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Reconnect with what's most important to you.
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Gain practical tips and hacks for getting more value out of your money.
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Leave feeling empowered to take the next step in your financial journey.
Details
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Workshop Timing:
Spring 2025. -
Format: Virtual (2.5 hours).
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Activities: Structured teaching, individual activities, and mini workbook exercises.

Basics to Balance: Values-Based Spending
Workshop 2
Purpose
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Let’s dive into financial strategies that line up with your values.
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I’ll help you get the tools you need to make spending align with what matters to you, simple and doable.
Benefits
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Learn strategies for aligning spending with values.
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Apply tools through group activities for real-life impact.
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Get practical tips to build a financial life that’s driven by what matters most to you.
Details
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Workshop Timing:
Fall 2025. -
Format: In person (5 hours).
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Activities: Structured teaching, individual and group activities, and facilitated discussions.