• Workshops

  • Series

  • 1 on 1 coaching

  • blog/vlog post

Let's curate the perfect offering for your company!

Sample Workshop


How to create a budget 101:

  • Why Budget? The importance of getting your finances in order.

  • Non-negotiable's (monthly expenses) - Ex. Rent, Phone, Internet*

  • Financial Non-negotiable's (monthly obligations) - Ex. Credit Cards, Student loans*

  • Recurring payments (monthly subscriptions) - Ex. Netflix, Amazon, Book Club*

  • Lifestyle - Ex. Food, Going out, Gifts, Weddings, Clothing*

  • Debt - How to pay it off, who to call. Stats about debt.

  • Money from family - How to end the cycle

  • Goals - 8 month emergency fund, getting out of debt, investing in an IRA

  • Homework - 3 month historical expenses, monthly revenue. Debt understanding, Savings understanding


Facebook  |   LinkedIn  |   Twitter

follow US