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Welcome to the Financial
Readiness Workshop

Our goal is to help you become financially ready for all of lives events!

We help adults improve their personal finances through a free, self-paced, interactive financial education series. Our action-based online workshops coach you through life’s major financial milestones. We encourage participants to actively learn and apply new knowledge and techniques, resulting in lasting financial improvement.

 

Your success is our success, let’s start your journey towards financial readiness today!

A business meeting
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We coach you through action-items and help you make progress towards your financial goals!

 

Throughout Our Workshops You Will:

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  • ​Determine Your Net worth

  • ​Set Attainable Goals​

  • Create a Budget aka Spending Plan

  • Establish an Emergency Fund

  • Take Steps to Improve Your Credit Score

  • Take Steps to Protect Yourself Against Identify Theft

  • Establish/Review/Update Your Retirement Account(s)

  • Establish/Review/Update Your Insurance Coverage

  • Review/Update Your Employee Benefits

  • Open an Investment Account

  • Develop an Estate Plan (Will, etc.)

  • And More....

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Who We Are

We are a nonprofit founded to help adults gain financial confidence through easy to understand, step-by-step, action-based education. There is no cost, no product sales, and no pressure. Just measurable impact: higher confidence, increased credit scores, more savings, less debt, higher net worth, etc.

Please Support Our Mission!

As a non-profit, we deliver premium financial literacy education completely free of charge. We rely on your donations to fund educational materials, community outreach efforts, digital infrastructure, and operating cost.

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