Introducing The Financial Wellness Checklist
Plus, take our Reader Feedback Survey!
Friends,
You know that feeling when a great idea hits you, and you think “Why didn’t I think of that before?” Well, that’s exactly what happened to me recently when I was reviewing our Financial Wellness Strategies workshops with a client.
We were discussing each of our specialized offerings—the program for women, the program for early career professionals, the program for the next generation of emerging adults—and then literally the idea clicked. A flagship program with the Top 10 things we ALL need to do to optimize our financial grownup lives. A program for anyone who doesn’t know where to begin, but also the perfect reset for anyone who wants to get back on track to accomplish their money goals. Voilà! (Makes chef’s kiss gesture.)
What does the flagship program cover?
The Financial Wellness Checklist program is a high energy workshop that takes both a holistic and practical approach to financial success. Who doesn’t love a checklist? Exactly. A top 10 list is the perfect way to cover all the basics—but also all your bases.
Topics include but are not limited to:
1. Budgeting
2. Debt management
3. Saving strategies
4. Investing
5. Insurance
6. Smart spending
7. Tax management
8. Maximizing employee benefits
9. Retirement
10. Philanthropy
You’ll leave feeling motivated and excited to take a more intentional and proactive approach toward reaching your financial goals.
We’re offering this as a half-day workshop for in-person clients, and as a series of live webinars for our virtual clients.
Let’s Connect
Want us to bring this workshop to your team at work? Just put us in touch with your HR Leader, Employee Resource Group, or the Training Development & Education Leader at your company.
Reader feedback survey: share your thoughts!
I love sharing and connecting with you all by publishing this newsletter and hearing your comments. As you can tell, I'm passionate about financial wellness, and getting feedback makes it even more rewarding. That said, I think it's time to take a minute to check in and get your thoughts via a formal (short) survey. What type of content do you want more of? Less of? What's working, what's not?
Take a minute and let me know. Literally, it will take less than 3 minutes!
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I truly appreciate your support.