Upcoming events.
Retire Well
Let's create a vision for your retirement, and learn the best ways to get there!
Join us for our Retire Well group coaching program for fall 2024! We’ll meet together online for 6 weeks to cover topics and exercises that will help you define your retirement and plan for it. You will also learn a DIY approach to your investments so you feel empowered to manage these on your own. I’m excited to offer a holistic and affordable option for financial planning, which is hard to find elsewhere. If you’re young, let’s get you started on the right foot early! If you’re older, and feel like you’re playing “catch-up,” let’s make the most of it. Can’t wait to see you there!
Course fee is $199/month (two payments), or $359 in full (10% discount). Payment fully refundable through 8/29. Optional 1:1 blueprint session is an additional $199. Sign up below.
Mindful Spending Program
Being in control of your spending can mean the difference between sleepless nights with NO financial traction, and…a feeling of wellness, seeing your financial goals tackled, one after the other.
That’s why I’m offering this focused six-week group coaching program on Mindful Spending—examining the money perspectives and behaviors that may be holding you back from making your money work for you. We’ll look at your past, present, and future for greater awareness. And we’ll find ways to align your spending with your values so you can live well now, while also feeling more confident about living well in the future.
CLASS DETAILSI
Entry cost is low! $197, fully refundable through 6/18 BUT…class starts JUNE 19! Wednesdays 6-7 pm MDT (7 CDT) on Zoom, June 19-July 31 (no class July 4 week). PERFECT ATTENDANCE IS NOT REQUIRED.