This is the starting point of your budgeting journey.
In this workshop, we’ll walk you through exactly how to get organized, understand your financial picture, and lay the groundwork for lasting change.
Whether you’ve never budgeted before or you’re hitting reset after years of winging it, this is where everything starts to click.
“You can’t change what you don’t understand. ‘The Foundation’ is where clarity begins.”
What You’ll Learn:
→ Starting With Why
A powerful reason to change behavior.
You’ll hear real stories and real feedback from my clients who have started right where you are in this journey. The only difference is that they have put basic principles into practice time and time again.
→ Getting Organized
Clarity begins here by getting hands-on.
We’ll walk through where your money lives, how to connect your financial accounts, and what tools we’re using. You’ll leave knowing exactly where you stand.
→ Tracking & Awareness
Where does it all go?
You’ll learn how to identify spending trends, build awareness, and spot patterns. We’ll explore how to read your habits without shame—and use them to start shifting your behavior through new habits.
→ Setting the Groundwork
Begin with the end in mind.
We’ll start defining what you want your money to do for you. You’ll leave with a clearer understanding of how your values shape your plan and what success looks like for you.