Financial Education

Did you know that we provide financial education resources to support you wherever you may be in your personal finance journey?  It's true!
Check our resources below to explore which works best for you.  Better yet, contact us directly to set up a coaching consultation. 
Click HERE to schedule a phone call or video chat consultation with one of our financial coaches.

* Financial coaches do not provide investing advice 

New Year, Better Finances
Sign up to take part in our New Year, Better Finances Workshop series! 
This four-part virtual workshop series will cover topics around changing your money mindset, budgeting better, sustainable savings, how to improve your credit and manage your debt. 

Click HERE to sign up!


You can watch the previsously recorded workshops below!

Writing Your Money Story

Making Your Budget Your Friend

Paying Yourself First and Investing in Your Future



We've has partnered with CP Federal Credit Union to bring Banzai, a interactive online financial education platform. With personalized coaching tools, specialized calculators and learning modules that cover a variety of topics, Banzai allows you to take your financial future into your own hands.
Click HERE to begin your journey. 


Since 2016 3,106 people have attend our financial education workshops. 

Our financial education approach is rooted in the belief that money is personal and no two people learn the same way. So we work with community partners to create a unique presentations to each population we are working with.

73% of workshop participants reported an increase in financial knowledge   

63% of workshop participants reported a decrease in stress

We provide workshops on the following topics:

  • Money Values and Setting SMART Goals
  • Budgeting and Prioritzation
  • Credit, Borrowing, and Debt
  • Saving and Investing
  • Paying for School

If you are interested in hosting a financial education workshop please email


Financial Newsletter

Each month we share different financial resources. You can learn from our prior month financial tips and tricks

You can sign up below to receive next months newsletter!