The Foundational Money Series
Clarity & Direction
"Where Am I Now — and What Do I Actually Want?"
Understanding your current financial snapshot
Identifying money values and personal priorities
Reframing money as a tool, not a source of stress
Cash flow & Stability
"Create Breathing Room in Your Financial Life"
Understanding cash flow in a realistic, judgment-free way
Identifying leaks, pressure points, and opportunities
Designing a spending framework that supports real life (not perfection)
Protection & Preparedness
“How to Protect What You're Building"
Insurance basics (health, disability, life) explained simply
Emergency funds and risk planning
Why estate basics matter before wealth
Growth & Alignment
Turning Stability Into Long-Term Confidence”
Insurance basics (health, disability, life) explained simply
Emergency funds and risk planning
Why estate basics matter before wealth
2026 Schedule
Four sessions spread across spring and summer — giving you time to reflect and apply what you learn between each class.
Cash Flow & Stability
Virtual: June 16, 2026
In-Person: June 17, 2026
Clarity & Direction
Virtual: May 19, 2026
In-Person: May 20, 2026
Growth & Alignment
Virtual: August 18, 2026
In-Person: August 19, 2026
Protection & Preparedness
Virtual: July 21, 2026
In-Person: July 15, 2026
