Financial Education
Whether you are new to the financial responsibilities of adulthood or an experienced adult looking to refresh your knowledge and skills, financial education will empower you to face your finances with confidence and competence.
There is no one-size-fits-all solution when it comes to money management, but financial literacy is key to reaching your financial freedom goals.
Individual Workshops
Family Financial Talks
Individual Workshops
These financial literacy workshops are offered in-person and online. They target one or two specific topics to provide participants with an essential introduction to personal finance. Popular topics offered include saving, spending, investing, insurance, identity theft, credit cards, credit reports & scores, and estate planning.
Check out my UPCOMING WORKSHOPS for more information on dates, locations, and pricing.
Financial Series
Family Financial Talks
Individual Workshops
These financial education series are offered in-person and online. They are ideal for people who want to commit to and boost their financial IQ. Each course within the series targets a specific personal finance topic applicable to real life. Topics may include an introduction to personal finance, goal setting, saving, spending, debt, credit, investing, insurance, identity theft, career planning, and estate planning.
Check out my UPCOMING WORKSHOPS for more information on dates, locations, and pricing.
Family Financial Talks
Family Financial Talks
Business Lunch & Learns
Want to talk to your kids about money, but don't know how to get the conversation started? Let me take on the challenge for you with an Introduction to Personal Finance course in the privacy of your own home. This 2-3 hour workshop can be tailored to your topics of interest and is intended for parents and with children ages 10 and older.
Price is $199 per talk
TIP: Save money by having multiple families attend and split the cost!
Business Lunch & Learns
Money Basics for Girl Scouts & Non-profit Youth Groups
Business Lunch & Learns
Want to provide your employees with a benefit they can appreciate? Book an individual or series of personal finance lunch and learns. You can provide lunch for your employees or have them bring their own lunch. I will come to your place of business and talk to your employees about the importance of financial literacy. The content of the lunch and learn can be tailored to your employees’ interests and can include topics such as saving, spending, investing, credit reports & scores, and more.
Prices vary depending on the number of employees.
AZ Empowerment Scholarship Account (ESA)
Money Basics for Girl Scouts & Non-profit Youth Groups
Money Basics for Girl Scouts & Non-profit Youth Groups
Participants of the Arizona ESA program can pay for personal finance tutoring or ESA specific workshops through Class Wallet. Personal finance topics taught may include saving, spending, investing, donating, taxes, insurance, identity theft, debt, credit cards, credit reports & scores, college & career planning, and estate planning.
Private tutoring is $60/hour
Workshop prices vary depending on location and the number of participants.
Money Basics for Girl Scouts & Non-profit Youth Groups
Money Basics for Girl Scouts & Non-profit Youth Groups
Money Basics for Girl Scouts & Non-profit Youth Groups
Whether you want to help your Girl Scout Troop earn their money badges or offer your non-profit youth group an opportunity to learn money basics, this two-part educational course will surely jumpstart their interest in financial education.
The first course explores ways to exchange money, discover what influences spending, how to manage spending, investigates how to be a safe and savvy shopper, and how to track your spending.
The second course teaches investing basics, how your money choices reflect your values, brainstorms ways for you to make money, and give back to your community.
Prices vary depending on the number of participants.
Personal Finance Consulting
Personal finance consulting challenges you to be truthful with yourself regarding your relationship with money, your financial history, your net worth, your spending & savings habits, and your money emotions.
You will be motivated to set goals, create a plan tailored to your circumstances, and be held accountable for your financial actions and inactions.
Free 60-Minute Consultation
I offer a free 60-minute consultation to all potential clients to discuss your specific circumstances and determine if personal finance consulting with me is right for you.
Annual Consulting - $1,500 per year
There is no such thing as a quick financial fix with overnight results. Annual consulting requires you to commit to your personal finances for no less than one year.
Your first meeting will be a major planning session and may last anywhere from 2-4 hours depending on your situation. You will create a personal cash flow statement, a personal balance sheet, set goals, and create a list of steps to achieve those goals. Come prepared to work and create your plan!
Every month thereafter, you will attend consulting sessions to keep you motivated, hold you accountable, identify road blocks, brainstorm solutions, and make necessary adjustments to your plan.
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