FAQs

➡ Understand where their money is going each month

➡ Build a simple, flexible monthly budget

➡ Identify hidden spending and unused subscriptions

➡ Create a clear starting point for saving and debt payoff

➡ Define one achievable financial goal to build momentum

The workshop is interactive and practical, giving residents tools they can immediately apply right after the workshop for everyday life.

Engaging educational programming for residents

A positive community-building event

Practical life skills residents appreciate

Turnkey planning with minimal effort required from staff

Many residents feel overwhelmed when it comes to money especially in this economy. This workshop gives them a clear and encouraging starting point.

Length

90 minutes

Format

Live, interactive group workshop

Recommended Attendance

8–15 residents

Location

Community room or shared space with seating and a monitor or TV

Community Investment

Affordable community workshop fee

Residents attend free of charge.

Ready to request a workshop? Scroll below ⇣

To make the event easy for your team, I provide:

Full workshop presentation and facilitation

Digital promotional flyer (branded for your complex)

Resident RSVP registration page

Workshop materials and exercises

Follow-up resources for attendees

Your team simply needs to:

1 - confirm the event date

2 - share the RSVP link with residents

3 - provide the event space

I’m Randy Bernard, a financial coach based in Richmond and founder of Budgeting & Beyond.

Through my program, I help individuals and families gain clarity and confidence with their finances. My workshops are designed to be practical, encouraging, and immediately useful.

Residents often share that they felt immediately comfortable with me and appreciated the stories I share, helping them realize they aren't alone in their financial journey.