The explorerS: Navigating Love & money
Financial wellness academy designed for couples:
We cover topics such as...
- Money in relationships
- Navigating joint income and spending
- Retirement savings and tax-smart income strategies
- Conquering toxic money habits and learning about cognitive biases
- Making and implementing a comprehensive, joint financial plan
Includes: On demand videos you can view at your convenience, activity workbook (including checklist and resources guide) & one on one couple's consultation.
The Adventurer: Fearless Investing For Solo Women
Financial wellness academy designed for single women:
We cover topics such as...
- Investments 101 (basic principles of investing and understanding different investment types)
- Smart money moves & avoiding pitfalls
- Maximizing passive income & tax smart retirement planning
- Impact and socially conscious investing
Includes: On demand videos, activity workbook (financial checklist & resource guide), one on one consultation, & small group, virtual Q & A. Date and time TBD for live group session, based on group consensus. Video available for those unable to attend live sessions.
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