The Workshops

Financial Intimacy: The Workshop

An interactive, exercise-based, and results-oriented discussion that combines elements of our signature workshop, “Stop Treating Your Money So Poorly™, with principles of the book. You will learn:

  •    The power of focusing on your behavior with money and understanding why you make the choices you make
  •    The 7 essential money-management tips that are critical to taking control of your money, rather than money controlling your choices
  •    How to live by design rather than by default, by rewriting your money story
  •    How to manage the intersection of work/money and, thus, life/money

Financial Intimacy: The Workshop is a 90-minute experience.

Stop Treating Your Money So Poorly™

A three-part workshop series that teaches you how to invest and manage an investment portfolio of mutual funds and/or stocks. It consists of three modules: Getting to Know My Money Story (required); Understanding My “Real” Balance Sheet (optional); and Knowing Why I Invest…& How To (optional). You will learn:

  •   How to tailor financial information & tools to your needs
  •   How to create a personal income statement, balance sheet, and cash-flow statement and what to do with the information revealed
  •   What to look for when analyzing stocks and mutual funds & how to build a “personalized” investment portfolio

Note: We present any combination of the modules, but we never present the 2nd or 3rd without first presenting the 1st.

Stop Treating Your Money So Poorly™ is an experience tailored to meet the format (single-day or multi-day) and length of time needs and requirements of the sponsoring client.


Share This

Yes, we use cookies.

We use cookies to customize your experience, to improve the content we deliver to you, and sometimes to show you relevant advertising on social networking sites like Facebook or Instagram. Is that cool with you? (Of course, you can decline the tracking, and can continue to visit our website without any data sent to third party services.)