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Workshops

Kick-off with our introductory session to explore how to optimize your finances and make your money work for you. Ready for more? Join our in-depth follow-up workshop to dive into value-based spending.   

Member exclusive prices!

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Intro to Financial Fulfillment

Workshop 1

Purpose

  • Provide an insightful exploration into personal values

  • Guide participants to reflect on how aligning your finances with these values can promote a more intentional and fulfilling financial journey. 

Benefits

  • Reconnect with what's most important to you.

  • Gain practical tips and hacks for getting more value out of your money.

  • Leave feeling empowered to take the next step in your financial journey.

Details

  • Workshop Timing:
    Spring 2025.

  • Format: Virtual (2.5 hours).

  • Activities: Structured teaching, individual activities, and mini workbook exercises.

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Basics to Balance: Values-Based Spending

Workshop 2

Purpose

  • Let’s dive into financial strategies that line up with your values.  

  • I’ll help you get the tools you need to make spending align with what matters to you, simple and doable.

Benefits

  • Learn strategies for aligning spending with values.

  • Apply tools through group activities for real-life impact.

  • Get practical tips to build a financial life that’s driven by what matters most to you.

Details

  • Workshop Timing:
    Fall 2025.

  • Format: In person (5 hours).

  • Activities: Structured teaching, individual and group activities, and facilitated discussions.

Come join us and take the first step toward a more fulfilling, financially secure life. Whether you're just starting to figure out your finances or looking to fine-tune things, these workshops are like roadmaps to guide you. You’ll get practical advice, be part of a supportive community, and learn how to align your spending with your values. Let's make lasting changes. 

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