Workshop Breakdown:

Get a jumpstart on your New Year's resolution to work on your money goals! Join us and get a fresh start on your finances! 

• Day 1: Take stock of where you are vs where you want to be and outline a plan to fill the gap
• Day 2: Review your plan and add action steps with personalized guidance (Note: You must attend Day 1 to get the Zoom link for Day2)

DAY 1

1. Your Money Mindset: 

• Discover how your money mindset shapes your reality 
• Spot the money decisions that are draining your energy and keeping you stuck 
• Practical steps for mindset shifts

2. Determine Where You Are, Where You Want to Be, and the Gap:

• What's your vision -- your destination?
• Where are you starting from? 
• Calculate the gap and assess what you have available to fill it

3. Create a Plan to Fill the Gap: 

• Develop a plan outline
  • Set S.M.A.R.T. goals to bridge the gap between now and your destination
  • Prioritize your goals and create an action plan
• Develop plans to overcome obstacles that can stop or slow your journey

Day 2

Review and Implement Your New Money 

• 30-minute one-on-one sessions to discuss your completed work, provide constructive feedback, and answer your questions 
  • Use this session to gain clarity and refine your approach so you have a clear path to pursue your financial goals and make your vision a reality 

Questions about this workshop? Check out the FAQs 

About your instructor

Patricia Stallworth, MBA, CFP® is a financial advisor and educator. She specializes in helping mid-career professionals and entrepreneurs streamline their finances, maximize earnings, and achieve their life goals.

She is the author of several books including Minding Your Money and How to Get Divorced Without Losing Your Blouse, and she has been featured in numerous publications such as Business Insider, Essence, and GoBankingRates.

Frequently Asked Questions

Common questions about this Workshop:

Q:  Will it work for me if just getting started (or haven't yet started) managing my money?

A:  Yes. You don't need any prior knowledge about managing your money, but you will need a willingness to learn and devote time to complete the exercises in your workbook.

Q:  What if I don't have a lot of money saved or assets?

A:  The amount of savings or assets doesn't matter you will be designing your roadmap for your unique situation.

Q: Is there a cost associated with for this workshop? 

A:  No, this is a free workshop.

Have another question? Email me