Services
Workshops and keynotes designed to support thoughtful, informed financial choices at every stage of life
Understanding the Psychology Behind Financial Decisions
Core Objective
Help participants understand why money feels stressful, how it impacts decision-making and productivity, and how to create healthier financial behaviors.
What This Solves
- •Financial anxiety & overwhelm
- •Emotional spending & avoidance
- •Poor decisions driven by stress, fear, or social pressure
Ideal For
- •Corporate employees
- •High school juniors/seniors
- •College students & staff
Key Topics Covered
- •How stress impacts the brain (fight-or-flight vs. planning mode)
- •Common money behaviors & biases: Present bias, Lifestyle inflation, Comparison & social pressure
- •Why 'knowing what to do' isn't enough
- •How financial stress spills into work & academic performance
Building Simple Systems for Financial Stability
Core Objective
Show participants how to build a simple financial system that removes uncertainty and increases confidence without complexity or shame.
What This Solves
- •Living paycheck to paycheck
- •Lack of savings or emergency funds
- •Confusion around where money actually goes
Ideal For
- •Corporate employees (especially early-to-mid career)
- •High school seniors entering adulthood
- •College students & campus staff
Key Topics Covered
- •Emergency funds vs. short-term savings
- •Debt basics (student loans, credit cards)
- •Cash flow planning
- •Automating financial habits
Making Better Decisions Today for Tomorrow
Core Objective
Shift thinking from short-term survival to long-term confidence, helping participants connect today's decisions to future outcomes.
What This Solves
- •Fear around investing & retirement
- •Procrastination due to complexity
- •Lack of confidence in long-term planning
Ideal For
- •Corporate employees focused on growth & stability
- •College juniors/seniors
- •High school students preparing for independence
Key Topics Covered
- •Why financial confidence matters more than financial perfection
- •The power of time, consistency, and behavior
- •Basics of investing
- •Employer benefits overview (for corporate groups)
- •Decision-making frameworks for big life choices