Your Money, Your Clarity.

Join the first four part workshop designed to give you the clarity, tools, and strategies to grow your personal wealth.

The Foundational Money Workshop

Part 1. Clarity

  • Understand your financial snapshot

  • Learn to calculate net worth, savings rate and tax rate

  • Identify money values and personal priorities

  • Reframe money as a tool, not a source of stress

Part 2. Cash Flow

  • Understand cash flow without judgment

  • Identify leaks, pressure points, and opportunities

  • Design a spending framework that supports real life

  • Learn how to maintain your cash flow systems

Part 3. Protection

  • Lear insurance planning basics (health, disability, life)

  • Emergency funds and risk planning

  • Why estate planning basics matter before wealth

Part 4. Growth

  • Introduction to investing concepts and long-term thinking

  • Aligning your strategy with values and future goals

  • Understanding what “financial independence” means personally

Sign Up for In-Person Workshop
Sign Up for Virtual Workshop

FAQs

Virtual - Tuesday - Meeting Schedule

  • Part I. June 16th, 2026 - Kickoff

  • Part II. July 21st, 2026

  • Part III. August 18th, 2026

  • Part IV. September 15th, 2026

In-Person - Wednesday - Evenings Schedule

  • Part I. June 17th, 2026 - Kickoff

  • Part II. July 15th, 2026

  • Part III. August 19th, 2026

  • Part IV. September 16th, 2026

When are the meeting dates?

How much does it cost?

Virtual Series - Location: One Hour Zoom Meeting

  • Early Bird Bundle: $149 total when purchased up to 24 hours before the series begins

In-Person Series - Location: 201 E Washington St. Phoenix AZ 85008

  • Early Bird Bundle: $199 total when purchased up to 24 hours before the series begins

  • Light food and drinks provided

What happens if I purchase after the first session?

You are still welcome to join the series after the first session has taken place. However, Early Bird Bundle pricing will no longer apply, and standard pricing would be:

  • Virtual Series: $199 total

  • In-Person Series: $300 total

To help you stay fully connected to the experience, you will receive a recording of the session you missed so you can catch up before the next workshop.

Due to the limited capacity and planning involved for both the virtual and in-person series, all registrations are considered final and are non-refundable.

We understand that life can sometimes bring unexpected challenges. Exceptions may be considered on a case-by-case basis for extreme or unforeseen circumstances. If something significant arises, please reach out directly and we will do our best to support you with care and understanding.

Can I get a refund?