Events
Speaking Engagements & Financial Workshops
Looking for a practical and engaging way to bring financial education to your workplace, church, or community?
I offer speaking engagements and interactive financial workshops designed to help people feel more confident and intentional with their money. Sessions can be tailored to the needs of your group, from a single topic to a multi-session workshop series.
Topics include Tackling Debt, Discovering Your Why, Planning for Emergencies, Creating a Spending Plan, and other practical financial wellness topics.
I also offer Adulting 101, a financial literacy workshop designed specifically for teens and young adults preparing for the financial realities of adulthood.
Whether it’s an employer-sponsored event, church gathering, or community workshop, the goal is simple: provide practical tools people can use to make better financial decisions and move forward with confidence.
Contact me to discuss a speaking engagement or workshop for your organization.
Financial Wellness Program
Help your employees reduce financial stress and build greater confidence with money.
The Financial Wellness Program combines practical financial education with personalized 1-on-1 coaching to help employees improve spending habits, build emergency savings, manage debt, and create more financial breathing room. Programs can include virtual or in-person Lunch & Learns along with confidential individual coaching.
Select Financial Wellness Program to learn more about bringing financial coaching to your workplace.
Financial Advisor Power Team Program
Great financial plans work best when clients are ready and able to follow through.
The Financial Advisor Power Team Program partners financial coaching with financial advising to help clients who may be financially stuck, struggling to align as a couple, or simply not executing the plan. I focus on the behaviors, communication, cash flow, and accountability—allowing the financial advisor to focus on investment strategy and long-term wealth building.
Select Financial Advisor Power Team Program to learn how coaching can complement your client relationships.