Budgeting & Spending

We are committed to helping individuals, families, and businesses in our community understand and manage their finances to live a more prosperous and fulfilling life. Our monthly workshops include expert speakers, Certified Financial Coaches, budgeting tools, and practical resources. Sessions are available in person or via live-stream webinar through Zoom, so you can join from anywhere.

Starting at $55 per workshop

Financial Analysis

A personal financial statement is a detailed overview of your assets and liabilities at a specific point in time. Our financial analysis helps you take control of your debt and move toward financial independence. Think of your financial statement like a snapshot—while your net worth is a constantly evolving story influenced by income, investments, interest rates, and debt reduction. Don’t give the bank any more of your hard-earned money before you understand your full financial picture.

Price: $50 – $125

Webinar Workshops & Courses

We are committed to helping individuals, families, and businesses understand and manage their finances to live a more prosperous and fulfilling life. We offer expert-led workshops with Certified Financial Coaches, budgeting tools, and real-world financial strategies. If you cannot attend in person, you can join live webinars from your computer or mobile device via Zoom. We also offer self-paced online courses covering budgeting, saving, investing, and debt management—giving you the freedom to learn anytime, anywhere.

Starting at $55 per workshop