renewed
financial
outlook
As we slip out of winter and into spring we watch as nature begins renewing its colorful beauty.
Plants unfurl, trees turn green, and birds begin to sing. A breath of fresh air awakens our souls to the possibilities on the horizon.
At the same time that nature ends her season of rest, we humans are gearing up for tax season, spring break, summer vacations, and fun filled evenings spent sipping lemonade with our friends. As exciting as these events will be, there is also the daunting feeling that comes about when we begin to question how we will afford all the things.
Before you let that excitement turn to unease, pause, and ask yourself, “how will the next few months of your life differ if you became more intimate with your money?”
How would the rest of your life look if you actively chose to cozy up to your finances over four weeks and began to listen and understand how your money flows in and out of your life?
FREE 4-week WORKSHOP
MARCH 2 - 23, 2024
Join me as we embark upon a four week journey to organize, understand, and familiarize ourselves with our money.
Open your eyes to freedom that knowing your finances can bring.
Ease your way into decision making that feels both secure and fun.
Undo the toxic viewpoints you’ve been taught and discover a way of relating to money that fits you.
Confidently create the financial framework for your future.
Week 1: organization
Download, record, and reconcile:
bank statements
credit card statements
other financial statements
Categorize each transaction to get a more holistic idea of how each dollar is spent.
Need a template to organize your finances? I got you
Week 2: familiarization
Now that your finances are organized, it’s time to become intimate with where your money is going.
How often are you buying coffe?
What recurring bills do you have?
Are there any spending habits that surprise you?
Week 3: decide to change
Understanding where your money goes is crucial for this next step.
It’s time to decide what financial changes you would like to make in order to create a better financial future for yourself.
I always say start with 1%, then build from there.
Week 4: Carry it forward
Small changes over time make a big impact.
Circle back to your finances on a monthly basis, decides what is working, and change what isn’t.
Renewed financial outlook workshop
Free
FREQUENTLY ASKED QUESTIONS
-
March 2nd - March 23rd, 2024
Week 1: March 2nd, 2024
Week 2: Mar 9th, 2024
Week 3: Mar 16th, 2024
Week 4: Mar 23rd, 2024
-
Each Saturday we will meet for 1 hour on zoom. I will explain what we will be doing that day, provide a couple of examples, and the rest of the time will be used to independently work and ask any questions that may come up.
-
Download and/or print any financial statements you would like to go through, computer, notebook, writing utensil, and fresh outlook.
-
Up to you. I leave room on each Saturday to work on the task for each week. If you do not finish in our window together then you can spend the rest of the week finishing up that week’s focus. Otherwise you can come to the next meetup with what you have completed and work off of that.
-
No. You are welcome to turn off the camera.
-
Please do! You are invited to ask all your questions during the call. If you're nervous or don't want to ask during the call, you're welcome to send me your questions before the next meetup, and I'll make sure to cover them during the class.
-
You do NOT have to share any personal finances with the group. If you have a question you may keep it as simple and include as little or as much detail as feels comfortable to you.
-
In the section for week 1 above I have a link to my finance workbook that you can purchase for organizing your finances.