Organizing your Financial Life and Values-based Budgeting | May 26, 2026

👉 Click here to reserve your spot for this FREE WORKSHOP! 

In this special workshop, you’ll learn how to align your finances with your values through practical, values‑based budgeting.

• Discover simple ways to organize your financial life—both digitally and physically.

• Explore practical strategies to save, spend, and build wealth over time through budgeting.

• Learn how to create a margin of safety through smart budgeting choices.

• Learn the essential components of a budget that supports your spending needs and reflects your values.

• Take on a bonus challenge to reset your money mindset and encourage financial planning in daily life.

This is a FREE in-person workshop. All Workshops are 2 hour long.

RSVP is required to reserve your seat.

👉 FREE Workshop Sign Up

Speaker

Annelise Li, CFA

Founder | CEO, Investment Adviser Representative | CA - licensed

Frequently Asked Questions

Is this workshop free?

Yes, it is a free workshop.

  • Date : May 26, 2026
  • Time : 7:00 pm - 9:00 pm (America/Los_Angeles)
  • Venue : The Family Room | 10116 Riverside Dr. Suite 201, Toluca Lake, CA 91602