How We Teach
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 five 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.