Workshop and Trainings

For Organizations and Communities

Personal Finance 101

A 1-hour comprehensive session on personal finance fundamentals

Perfect for: Corporate teams and organizations

Includes: Overview of budgeting, insurance, debt management, and investments

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Holistic Financial Wellness Program

A 4-week comprehensive program that builds lasting financial habits

Perfect for: Companies & organizations invested in their employees' long-term financial well-being

Includes: Weekly sessions, implementation exercises, and progress tracking

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Money Management Mastery

A 3-hour intensive workshop to create a sustainable budgeting system

Perfect for: Corporate teams, community groups, and organizations

Includes: Interactive workbook and templates

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Financial Planning Simplified

A 2-hour specialized training that enhances your client relationships

Perfect for: Insurance advisors and financial services professionals

Includes: Financial Planning templates, case studies, and practical implementation guides

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For Individuals

Launching a Profitable Side Hustle in 90 Days or Less

A 3-hour strategic workshop that turns business ideas into action plans

Perfect for: Professionals looking to build additional income streams

Includes: Comprehensive business planning workbook, accountability group, and launch timeline

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7-Day Money Makeover Challenge

A week-long intensive that creates momentum for financial change

Perfect for: Individuals ready to take focused action on their finances

Includes: Money Makeover workbook, daily challenges, Q&A sessions

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For Organizations and Communities

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For Organizations and Communities

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