Be Great With Money
Learn a Basic System for an Exceptional Life
How We Do It
We teach via live workshops at private homes, businesses, organizations, and high schools. We teach a simple and effective way of handling money designed by an accountant but simple enough for the math-phobic among us. We practically hold your hand through the four workshops that together, create this can’t-believe-I-ever-lived-without-it system.
Each workshop covers a key part of personal finance – organization, budgeting, banking & credit cards, and your relationship with money. Each workshop is whole and complete on its own, but the real magic is in how they build on each other. Once these skills become habit, you’ll be great with money day-to-day and year after year. You’ll have the strength and ability to hold up a lifestyle of your own design. In other words, you’ll be financially fit.
Who We Teach
You’re game on to get financially fit! You need zero convincing that this is important stuff and you’re ready to put in the work.
- You’re getting by but this isn’t the life you want for yourself
- Credit card debt is starting to pile up
- You want to avoid the mistakes that led you to bankruptcy
- You’re anxious about money and financial decisions
- You wonder where all your money goes
- You want to have good credit
- You’re done learning lessons the hard way
- You want to avoid mistakes you see others making
- You’d be crap-out-of-luck in an emergency
- You spend too much or on trivial things
- You have a love/hate relationship with money
- You have lots of money but can’t hang on to it or grow it
- It’s your first time living on your own
- You make decent money but can’t save much
Benefits of Our System
Give all your documents a home
Enough clutter, piles, and fearful stashing. Your documents should have a place.
Track Your Income and Expenses
Finally know where all your money is going.
Create a Budget (that you LOVE)
No deprivation with this liberating approach.
Avoid costly financial mistakes
And start saving like you’ve been meaning to.
Monitor Your Cash Flow
Be fearless about looking at your bank statements, once and for all.
Prepare to file your Income Tax
No more torture or pain when it comes to getting ready to pay Uncle Sam.
Prepare for an IRS audit
Enough with being afraid of the IRS.
Overcome mental and emotional barriers to financial fitness
Feel at ease having money and peaceful about taking care of it.
Create healthy new financial habits
There is an art to all this. It’s not that scary, really.
Learn the system in 4 simple workshops
The Organization Workshop
Get everything with a dollar sign on it organized whether it arrives by mail, email, or walks itself into that pile on your countertop. You’ll learn an intuitive system for handling all your important documents like mail, bills, and receipts. This system keeps you organized by giving all of these pesky papers an easy-to- find home. This will make it easy to keep track of your income and expenses, so you’ll have no trouble staying within your budget. We review what documents you need to keep and for how long (especially in case of an IRS audit.) Whether you’re an organization pro or feel allergic to it, you’ll find this common sense system easy to adopt. With everything in order, you’re set to plan the lifestyle of your design.
Creating a Budget
Let go of your fear and embrace the B word — budget. This isn’t about cutting out fun; this is about defining your personal priorities, aligning them with the sage advice of financial experts (if you choose to), and coming up with a plan. You’ll learn the less obvious (but massive!) financial and emotional benefits to this special kind of budget. Incorporating the science of money and happiness, you’ll find ways to cut your costs, get a grip on spending, live happily within your means, sleep well without worrying about bills, and make informed decisions about big expenses and purchases. Soon you’ll have all your numbers in shape, and your financial fitness system will be easy to stick to month after month.
Banking & Credit Cards
Now that you’ve gotten organized and determined your budget, you’re ready to track your expenses (and make graceful pivots in spending choices if need be.) You’ll learn how to track your spending in each budget category. You’ll gain the critical knowledge you need about the financial institutions that we do business with. You’ll learn the accounts you need and the ones to stay away from. Learn what you can rely on your bank for and what you can’t. You’ll learn to perform the holy grail of financial fitness – reconciling your accounts. You’ll learn the responsible way to use credit cards, how to avoid the most common and costly mistakes, and how to pay off credit card debt. Get tips on spending and saving to easily achieve the plan you’ve laid out for yourself.
Your Relationship With Money
To successfully implement any new set of habits, both your head and heart need to be on the same page. In this workshop you’ll uncover the thoughts, beliefs, and feelings about money that are keeping you stuck in old ways. For this system to work, you’ll need to be comfortable having money and taking the action you’ve learned in the first three workshops. Whether it’s issues of deserving or worthiness, attachment to limiting beliefs, or negative feelings about money and people with it, we’ll help you understand your current mindset and set you on a path to a healthy one. Discover why money behaves like a person and how to treat it accordingly. This will make financial fitness stable, predictable, and natural for you. You’ll be great with money.
What People are Saying
IT WORKED!!!!!Pamela M.
I feel like a million bucks even if I don't have it (yet :))
And I kinda want to cry. It feels good on so many levels. Thank you.
I had a great time with a subject I don’t like to speak about.Patricia C.
Tax time for me is very stressful. This will relieve a lot of it.Patsy
I highly recommend the workshops. They were engaging, fun and helpful.Elisa
The workshops bring finances out of the dark and into a clear light.Jasmine F.