Financial Wellness Workshops

Financial Wellness Workshops are offered to groups, organizations and businesses. Focusing on teaching the importance of creating the foundation of financial wellness. Workshop includes the topics below, access one-on-one finacial coaching sessions and individualized goal planning.

Budgeting

  • Importance of Budgeting and Saving
  • How to create a budget
  • Seven baby steps

Life Insurance

  • Types of Life Insurance
  • Importance of properly protecting your family

Debt

  • Types of debt: Revolving vs. fixed
  • How to pay down your debt

Savings

  • Rule of 72
  • Dollar Cost Averaging
  • What is a Mutual Fund
  • How to save for retirement (and why!)
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