Every family’s financial journey is unique.

In this special workshop, you’ll learn how to plan your family finances using clear, practical steps that draw on mindfulness and intention in every decision.

• Learn how to organize your financial life with both a financial plan and an estate plan, supported by a clear planning checklist
• Explore practical strategies to save, spend, and build wealth over time through budgeting that prioritizes your family values
• Understand the essential components of a financial plan that balances saving for retirement with your children’s educational and developmental needs
• Learn how to create a margin of safety through smart budgeting choices
• Take on a bonus challenge to reset your money mindset and encourage everyday financial planning as a family

Join us to learn about family-centered financial planning rooted in clarity, intention, and pragmatism.