There is a lot more to budgeting than earn, spend, repeat... We all have biases about saving and spending that aren't aligned with the kind of lifestyle that we want. These biases affect our decisions on how we are allocating our paycheck. This workshop will help us to identify what our saving and spending should be to reach our goals. We will discover how to clearly understand where your money is being spent and where to make changes. You get to choose from several different styles of budgeting, to learn what best fits you. This is a 3-session workshop.

We love our spouse, and a constant source of arguments is probably money. You are not alone. This is a very common hot spot for most couples. This course will address the financial information that both people in a couple should be aware of, and what you have to agree on. We will discuss separate finances, and what makes that difficult. We will go over some strategies to help you better communicate with each other about money and investments without tension.

This is a 3-session workshop.

Most of us have work sponsored retirement accounts(401(k), 403(b), 457 etc), or other assets where we choose the investments. It's a tough scenario, the primary source of your retirement puts you in the driver seat to choose the investments, but doesn't provide any guidance on how you should be choosing them. We will evaluate plans and investments from workshop participants, as well as Morningstar reports. This is a 3-session workshop.

Learn about investment options, and possible tax savings for your business. We'll go through different retirement plan types and insurance, to determine which one is the best fit for your goals and business. This is a 2-session course.