Programs & Workshops

In this program, we discover your "Money Personality" and then use that information, over 6 sessions, to help you with wise spending, saving, building credit, creating a reasonable budget, or any other financial questions or needs you may have.

This 4 week program helps people who are either going away to college, or staying in their hometown for college, but will not be living at home. It is a short version on the Financial Foundations, with an emphasis on budgeting.

Any of the programs above can be tailored to couples! We begin by learning each of your "Money Personalities" and how those affect how you each spend and save money. We will then work through any of the above topics you would like to cover.

Young adults ages 18-25, who are working while still living at home, have a perfect opportunity to prepare to prepare to move out. This 6 session program gives you information about budgeting, spending, saving, building your credit score, and more before you have a lot of bills to pay on your own.

Let us help you come us with a personalized plan to pay off debt, build your credit score and live within your means so that you can have peace of mind when you sit down to pay bill.

JULY 30, 2026!

For ages 13-15! This 2-hour course will be held at Indian Hills Country Club on July 30, from 3-5 p.m. They will learn information that they can use for the rest of their lives.

Click here for more information and to register your kiddo!

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