Transform Your Financial Future
A new approach to budgeting, understanding your finances, and getting organized.
Workshops are designed to take the fear and confusion out of getting financially organized. Every lesson is practical, relatable, and tailored to help clients understand their money better.
Before ‘I Do’:
The Monay Talk
Essential financial discussions before you say, “I do”.
Budgeting
Without Misery
Mastering budgeting without giving up the things you love.
Money Reset
Get back on track and refresh your finances.
Starting Over Strong
Rebuild your finances after a major life change.
Boss Up
Your Books
Financial skills for small businesses.
Cash After
Cap & Gown
Smart money moves for new graduates.
Workshop Formats & Pricing
Quick Session
60 Minutes
Quick impactful session
1 topic
Interactive discussion
Starting at $175
Standard Workshop
90 Minutes
Quick impactful session
Guided activities
Takeaway strategy
Starting at $275
Deep Dive
Multi Sessions
Deeper breakdown
Guided activities
Takeaway strategy
Starting at $475
Ready to Take Charge of Your Finances?
Whether it’s for your team, community, or yourself we breakdown financial concepts into real actionable steps everyone can able and understand.