Workshop with a Financial Advisor

​Intimate space to work on learning about how to invest for YOUR future. The hard thing about learning about personal finance is that everything should be personalized to your goals and values. Why can't it be?

​Join an intimate group where we will discuss a holistic way to start thinking about your finances. Discover how to tailor your personal finances to your lifestyle.

​What you will get out of your session:

• ​Budget that is right for you

• ​Investment vehicles you should be utilizing

• ​Your attachment style with money

• ​Free session with a licensed financial advisor

• ​Some peace of mind and financial empowerment

​You will need to bring:

• ​Something to take notes - laptop or pen/paper