Workshops

Our work together includes:    

  • a custom presentation of personal finance or small business tools, distinctions and education for your audience

  • an in-person 60-minute, 90-minute or 2-hour workshop

  • individual writing and reflection time

  • a confidential space for sharing and asking questions

  • comprehensive list of resources including software, free downloadable tools, book recommendations, and referrals to various professionals

  • unlimited email support for two months following

  • a complimentary phone consultation with Carrie for all attendees

We will cover:    

  • keys to success

  • values clarification

  • goal setting

  • financial support team

  • tracking

  • budgeting

  • five reasons we overspend: periodics expenses, income, planning, emotions, credit cards

  • how to build and sustain three levels of savings – periodics, safety net and investments

  • debt and inheritance issues (if relevant)