Organizing your Financial Life and Values-Based Budgeting

This even has ended – but you can still watch highlights from the webinar:

▶ How to avoid lifestyle creep

▶ Why numbers only budget fails

Stop budgeting with shame

📚 Want to learn more? Check out: fintentinvest.com/learn

Annelise Li, CFA, discusses how to align your budgeting, saving, and investing decisions with your core values to create a financial life rooted in clarity, intention, and purpose!

This is a free workshop hosted in partnership with the New York Public Library.
The program will be held online via Zoom.

Participants must register through the NYPL event page below. 👇
https://www.nypl.org/events/programs/2026/03/04/organizing-your-financial-life-and-values-based-budgeting

After registration, the Zoom access link will be sent via confirmation email.

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 : March 4, 2026
  • Time : 9:00 am - 10:30 am (America/Los_Angeles)
  • Venue : Online

Ask Us Anything!