We partner with organizations to offer in-person workshops at organizations, businesses, schools, and community groups in the Los Angeles area. Our free workshops teach a simple and effective way of handling money, designed by an accountant but simple enough for anyone, even those who feel math-phobic. We guide participants through five comprehensive workshops that together form a system they’ll wonder how they ever lived without.
Each workshop covers a key aspect of personal finance—organization, budgeting, banking, credit cards, and their relationship with money. While each session stands on its own, the real magic happens as they build on each other. Once these skills become second nature, participants will be great with money every day and year after year. They’ll have the strength and ability to sustain a lifestyle of their own design. In other words, they’ll be financially fit.
For individuals who are not part of an organization that offers our workshops or are outside the Los Angeles area, we encourage you to explore our Individual Success Tools to get started on your financial journey today.
If you have an organization you’d like us to partner with, please let us know.