Knowing your money personality involves more than just how much money you have in the bank. It involves setting goals, evaluating choices, and uncovering your blind spots! Like most things in life, your unique personality and behaviors are an important piece. This analysis will help you better understand the "why" behind your financial decision making, […]
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This orientation session introduces financial goal setting and explains how we can help you achieve financial well-being with a personalized and holistic approach. You will learn how a financial wellness plan is built on a foundation of tried and true financial priorities and how these priorities can help to shape and inform your financial goals. […]
This financial goal-setting course is designed to help individuals take control of their financial future by providing the tools and knowledge needed to set clear, actionable financial goals. Participants will learn how to assess their current financial situation, prioritize their objectives, and create a strategic plan to achieve both short-term and long-term financial success. The […]
This budgeting course is designed to equip individuals with the essential skills and knowledge to manage their finances effectively. Through a series of engaging lessons, participants will learn how to create realistic budgets, track expenses, set financial goals, and prioritize savings. The course covers key topics such as understanding income and expenses, using budgeting tools, […]
This debt management course is designed to equip individuals with the knowledge and strategies necessary to effectively manage and reduce debt. Participants will learn how to assess their debt situation, understand different types of debt, and develop a personalized plan to pay off their liabilities. The course covers essential topics such as prioritizing debt, negotiating […]