It’s true that no one is born knowing how to manage money. It is also true that we are seldom taught the how’s and why’s of basic financial literacy. But for those willing to take responsibility for learning the foundational skills of personal finance, finding a clear pathway forward can be a dizzying challenge. Where do I begin? What should I focus on most? Am I really doomed if I keep buying lattes?

In this FREE online workshop you’ll learn the five basic fundamental levels to becoming confident and effective in managing money:

  1. Basic Survival Needs
  2. Mindset and Values
  3. Real Numbers
  4. Goals and Circumstances
  5. Building Wealth

In general, this workshop is for you if you are:

  • Tired of feeling lost and confused about money
  • Overwhelmed by the information on the internet, and want an easy-to-follow guide to improving your relationship with money
  • Starting to figure out personal finance, but need a little help figuring out your blindspots
  • Ready to take action on your personal finances but feel clueless on where to begin

During this 75 minute workshop, you’ll learn:

  • What the five foundational levels of the Money Mountain are, and where you stand currently
  • Common money mindsets that hinder your progress
  • What real numbers to focus on, and how to leverage them for achieving your goals
  • How to decide which money goals matter most to you
  • The three most important skills to building wealth for beginners

Thursday, June 13, 2024

6:00 p.m. EST

(3:00 p.m. PST)

What you’ll get:

  • Access to the live 75 minute workshop (via Zoom)
  • Downloadable workbook
  • Access to recording for two weeks
Workshop Begins:

The total workshop time is 75 minutes.

The educational presentation portion of the workshop is about 60 minutes, followed by 15 minutes of Q&A.

Yes! Participants will be able to access two versions of the workbook: a printable PDF, and a downloadable/fillable PDF.

The workbook will be emailed to registered participants 48 hours prior to the workshop.

The goal of this workshop is threefold:

  • to help you understand my philosophy and point of view on financial literacy;
  • to help you discern if I’m a good fit to support you on your journey;
  • and help you to clarify your own understanding of what it takes to become financially confident and effective.

In exchange for offering this workshop and its accompanying workbook for free, I’ll take a few minutes at the end of the workshop to tell you about another opportunity to learn from me. That’s it – no hard sell, no gimmicks, no pressure.

This workshop will be recorded for all participants that register in advance, and available for two weeks after the workshop concludes.

Space is limited, however; if you are certain you will not be able to attend this workshop, please leave space for someone else and register for a future workshop.

For questions or assistance with registering, please email me at

Even though this workshop is free, there are still costs for time and technology. You can support my work for shame-free financial education by: