Developing Your Financial Well-Being
In-Person Workshop
This workshop gives you a foundation for living a life of financial wellness. It takes place over two weekends with time in between classrooms so you may practice what you’ve learned.
Financial Wellness
What Research Shows
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What Workshop Provides
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Benefits and Client Testimonials
Peace of Mind
“I learned how important it is to understand where I am financially with tools like the net worth statement and the cash flow worksheet. It has really made a difference… I feel better about where I am at financially at 40 and that it is never too late to be financially free and ready for my golden years. ” — Laura C.
Control Your Financial Future
“I was resigned to the idea that I would never retire or own my own home… I never dreamed I could put simple things in place to keep me on track. We built a 2 year plan of action and then a 20 year plan. I was amazed that I could actually see myself abundant, secure, and still free from my shopping cart.” — Theresa N.
Live well today and save for the future
“We consider ourselves to be professionals and consider ourselves to be doing ‘everything right‘ with respect to day-to-day money management and saving for financial prosperity...I learned that I had a number of ways that I could reduce my ‘cost of living’ expenses...I'm now saving (extra) $150.00 per month EVERY MONTH! These funds will help me pay off unnecessary debt and build savings. Thanks again!” — Jim