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.


  • 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


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


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