Workshops and Seminars

"Seven out of ten American workers say financial stress is their most common cause of stress..."(CFPB August 2014) .  As a Certified Financial Education Instructor and Speaker, I provide group workshops for employers for their Financial Workplace Wellness Programs.

Upcoming events

We will be hosting a series of workshops and seminars throughout the year.  Part of our focus will be building solid "Money and Business Habits" across multiple professional industries.  We have a great team of professional business partners that will bring useful strategies to help you and your business reach your 2018 goals.


One of the best compliments I've had from one of my coaching couples was when the wife said that our sessions changed their lives and she's able to sleep again!  More "Financial Marriage Coaching" is needed and sometimes the conversation just needs to get started.

Individual Financial Coaching

Much like a great athlete needs a coach and trainer my role as your "Financial Coach" is to help you set, reach and maintain your goals for "Financial Health".  Short term and long term packages are available based on your needs.

Book of the Month/Chat

Each month I purpose to read a book that will bring value to how I serve my clients as well as grow my own business.  Many of my clients are business owners and professionals in their industries and enjoy a coffee meeting and book chat.  Each month I host a morning webinar to give highlights and an overview.


 “Price is what you pay. Value is what you get.” ~Warren Buffett

"Being rich is having money; being wealthy is having time." ~Margaret Bonnano