We know your time is valuable, and as a healthcare worker, it’s often limited. That’s why our workshops go beyond education—they’re designed for action. Each session is a chance to make real progress on your financial goals, not just learn about them. 

Here’s how you’ll take action: 

• “Pay Yourself First” Savings Rate Workshops: Move beyond budgeting basics and focus on maximizing your savings. You’ll review your expenses, categorize them, and walk away with a system that works for you to ensure you are hitting your age-appropriate savings rate for retirement. 

• “Slay Your Debt First” Workshop: Debt gets in the way of saving, so let’s create a plan to pay off debt then shift those savings to other goals. You’ll build a budget so that you know exactly how much can go toward additional debt payments and can adjust your plan as you go. 

• Preparing to Retire Workshops: Don’t just dream about retirement—calculate your readiness right in the workshop. This workshop is ideal for someone who is within 10 years of retiring but is relevant to all ages. You’ll get a clear picture of where you stand and what gaps may need to be filled as you prepare to retire. You will also be able to connect with a financial planner to put your plan into action. 

No fluff. No extra work after hours. Just action. Your future self will thank you.