A Financial Wellness Event Your Community Will Actually Use

Engaging and practical financial workshops designed for apartment communities and local organizations.

These are designed to be easy for communities to host

“I’m grateful to you for sharing your story and offering support for goal setting and creating a financial vision. My wheels are turning after today’s workshop!”
— Mark R. (Know Your Numbers Workshop)
Request a Workshop

 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.

Bring This Workshop to Your Community

If you’re interested in hosting a workshop for your residents, I’d be happy to coordinate with your team.

Next steps are simple:

Submit a workshop request below ⇣

Request a Workshop

Most communities that fill this out host their first workshop within 2–3 weeks.