Event Calendar

We guide you through the activities you need to do this month to stay on top of your financial resources. First 30 minutes covers important information. Then we stay on line to answer questions while you do the work.

Our Friday afternoon club happens before kids come home so we can focus on what we really want vs. what they whine for!

Saturday Morning Club - We like to start the weekend reminding ourselves of what's important with our money!

Creating a new master plan – this session brings together all of the components to make an easy-to- track master plan with individual achievable goals defined.

Tips for Becoming Fiscally Fit!

Session 1 - Getting Ready to Change. This class is the first one you take after signing up. Members can also retake if you want to get re-motivated!Getting ready to change includes: identify and clarify motivation , goals and decision making styles

Monday After Work Virtual Group - We like to have a quick Monday Moan and then brag how well we did on the weekend. We then get our tasks out of the way quickly!

Tuesday Lunch Club - We munch on our brought from home lunches while we stay on track with our goals.

Busting Bad Habits!
Learn some easy techniques and tools to help you live into cash flow plans you create. You don't buy cookies at the grocery store if you are on a diet. That way you only make the decision once rather than every day. Learn the "avoiding cookies" strategies for cash flow in this fun interactive class. Be prepared to share your best and worst strategies for controlling budget binges.

Understanding your Current Patterns – review past expenditures, identify what needs to change, and how to overcome the probable roadblocks to your success.

LEARN HOW TO USE MINT.COM
Mint.com is a great free cash flow tool. This class will short cut the time it takes to get it set up and give you tips on how to use it effectively.

Our Friday afternoon club happens before kids come home so we can focus on what we really want vs. what they whine for!

Saturday Morning Club - We like to start the weekend reminding ourselves of what's important with our money!

Getting ready to change – identify and clarify motivation , goals and decision making styles

Monday After Work Virtual Group - We like to have a quick Monday Moan and then brag how well we did on the weekend. We then get our tasks out of the way quickly!

Tuesday Lunch Club - We munch on our brought from home lunches while we stay on track with our goals.

Diving into the numbers – detailed budget work and establishment of new specific spending goals creates a clear, concrete, and measurable path to success

TIPS FOR BECOMING FISCALLY FIT This class will give you concrete actionable knoweldge and where to find free tools to help you take control of your finances.

We guide you through the activities you need to do this month to stay on top of your financial resources. First 30 minutes covers important information. Then we stay on line to answer questions while you do the work.

HOW FISCAL FITNESS CLUBS CAN HELP YOU AND YOUR CLIENTS - This web conference will explain the client experience and how we work with advisors in helping their clients and potential clients.

Our Friday afternoon club happens before kids come home so we can focus on what we really want vs. what they whine for!

Saturday Morning Club - We like to start the weekend reminding ourselves of what's important with our money!

We guide you through the activities you need to do this month to stay on top of your financial resources. First 30 minutes covers important information. Then we stay on line to answer questions while you do the work.

Understanding your Current Patterns – review past expenditures, identify what needs to change, and how to overcome the probable roadblocks to your success.

Monday After Work Virtual Group - We like to have a quick Monday Moan and then brag how well we did on the weekend. We then get our tasks out of the way quickly!

Tuesday Lunch Club - We munch on our brought from home lunches while we stay on track with our goals.

Our Friday afternoon club happens before kids come home so we can focus on what we really want vs. what they whine for!

Saturday Morning Club - We like to start the weekend reminding ourselves of what's important with our money!

Diving into the numbers – detailed budget work and establishment of new specific spending goals creates a clear, concrete, and measurable path to success

Creating a new master plan – this session brings together all of the components to make an easy-to- track master plan with individual achievable goals defined.

Monday After Work Virtual Group - We like to have a quick Monday Moan and then brag how well we did on the weekend. We then get our tasks out of the way quickly!

Tuesday Lunch Club - We munch on our brought from home lunches while we stay on track with our goals.