Get Organized

Create a home base for all things related to your finances. Learn an intuitive system for getting and staying organized. Handle mail like a pro. Learn the best way to pay bills. Keep your important documents safe. Figure out what expense category folders you need for your life and how to set them up to keep you financially fit. Create a kit that makes it easy to track your income and expenses, so you’ll have no trouble sticking with your budget. Discover what receipts and papers you need to keep and for how long.

Achieve Excellent Credit

Credit is everyone’s favorite method of spending – but in this workshop, you’ll learn about the smartest way to go about it. Create a credit score you’re proud of and realize all the ways it will benefit you. Learn the best way to use credit cards, maximize rewards, and track your credit card purchases, while avoiding the most common credit card traps. If you have consumer debt (ie. credit card debt), you’ll learn the most efficient way to pay it off and prevent the same circumstances that led you there from happening again.

Implement the Best Banking Practices

Choosing where to bank is a big deal. Learn why and how to choose the right one. Find out what you can depend on your bank for and what you never, ever should rely on them for. Figure out how to avoid all those annoying fees and discover the one essential banking tool you need for financial fitness. Easily track all the purchases made from your checking account and learn how to complete the holy grail of financial fitness – your monthly account reconciliation. Always be on top of your cash flow!

Create a Budget that You Love

Financial fitness requires not only that you have a budget, but that you downright love it! Create a budget with our unique values-aligned approach so that you will actually look forward to spending within your budget. Understand the surprising benefits of budgeting. Get clear on your values and what makes you happy and use those to create a perfectly customized budget just for you. Sure, you’ll learn what the experts recommend but this is all about creating a spending plan that honors who you are and what you stand for.

Understand Your Relationship with Money

Learn the heart and mindset of financially fit people. Uncover the thoughts, beliefs, and feelings about money that keep you stuck in old ways. Overcome self-sabotaging ideas that are keeping you from being satisfied with money. Create a healthy relationship with money that supports your financial fitness. Discover how money behaves like a person and how to treat it accordingly. Work through issues of deserving, worthiness, attachment to limiting beliefs or negative thoughts about money and people with it.