Money Mastery Workshop

Welcome to the Money Mastery Workshop—your gateway to essential financial strategies and sustainable wealth-building.

This comprehensive, group-focused workshop is designed to elevate your financial skills and transform your approach to money, setting you on a path to long-term success.

Who Will Benefit from This Workshop?

Young professionals and workforce development groups eager to build foundational financial skills, make informed decisions, and confidently shape their financial futures.

Career and Workforce Development Participants

Families, non-profits, faith-based groups, fraternities, and sororities interested in creating lasting financial stability and generational wealth.

Families, Communities, and Legacy Builders

Individuals with entrepreneurial ambitions who want to organize and strengthen their personal finances, setting a solid foundation before launching or growing their ventures.

Aspiring Entrepreneurs and Small Business Owners

Networking groups and individuals focused on overcoming debt and establishing financial security through hands-on strategies for wealth-building and stability.

Financial Recovery and Stability Seekers

Inside the Money Mastery Workshop

  • Objective: Reflect on your financial beliefs, past experiences, and mindset to build a strong foundation for financial success.

    Content:

    • Introducing the Financial Independence Spectrum Assessment as a foundational tool to understand financial starting points.

    • Reflecting on financial beliefs, past experiences, and their impact on current decisions.

    • Identifying limiting beliefs or fears about money.

    • Discussing the emotional side of finances: guilt, shame, and empowerment.

    • Exploring how mindset shifts can influence financial success.

    Why It Works: This session creates a safe space for participants to explore their financial past and mindset. By identifying limiting beliefs and understanding their financial story, participants lay the emotional groundwork needed for sustained financial progress.

  • Objective: Take responsibility for your financial decisions by identifying habits, setting meaningful goals, and establishing an accountability framework for success.

    Content:

    • Reflection Activity: Assess past decisions, habits, and circumstances that have influenced your current financial situation.

    • Financial Habits Assessment: Use a comfort scale to evaluate habits like tracking expenses, saving consistently, and avoiding debt.

    • Reframing Accountability: Explore how taking responsibility can empower financial growth and lead to positive change.

    • SMART Goal Setting: Develop short-, mid-, and long-term goals, ensuring they are Specific, Measurable, Attainable, Relevant, and Time-Bound.

    • Accountability Framework: Establish a plan for staying accountable, including identifying trusted accountability partners and celebrating small wins.

    Why It Works: This session helps participants take ownership of their financial journey by connecting their habits and decisions to tangible goals. The accountability framework ensures they stay motivated and aligned with their financial objectives.

  • Objective: Take control of your finances by building a sustainable budget and planning for significant financial milestones using practical tools and strategies.

    Content:

    • Comprehensive income and expense tracking with the financial tool.

    • Identifying and reducing financial leakages.

    • Building a personalized budget for short- and long-term financial goals.

    • Planning for large purchases (home affordability, vehicle affordability) with scenario testing.

    • Cost of living analysis and its impact on long-term financial planning.

    • Basic early retirement strategies and long-term goal setting.

    • Introducing the concept of "wants vs. needs" for major life decisions.

    Why It Works: This session provides participants with practical tools and strategies for making informed financial decisions. From building a budget to planning for major milestones, participants gain confidence in aligning their financial actions with their goals.

  • Objective: Learn key investment principles and strategies for building wealth, and chart your path toward financial independence using our financial tool and expert guidance.

    Content:

    • Understanding sound investment principles (with a licensed Financial Advisor for investment-specific questions).

    • Exploring wealth-building strategies (e.g., passive income, real estate, side businesses).

    • Creating a long-term financial roadmap aligned with the Financial Independence Spectrum.

    • Strategies for continuous financial improvement and tracking progress using the tool.

    • Visualization exercise: Envisioning financial independence and what it means for you.

    Why It Works: This session bridges foundational financial planning with advanced strategies for wealth building. Participants gain insights into investments and long-term planning while leveraging the Financial Independence Spectrum for clarity.

What You'll Learn

Debt Mastery and Wealth Creation

  • Uncover proven strategies to tackle and eliminate debt, building a path to financial freedom.

  • Explore ways to leverage debt thoughtfully while focusing on wealth-building.

  • Work together to create a tailored debt-reduction plan that fits your group’s financial goals.

Smart Financial Decision-Making

  • Learn how to make informed saving and investing choices that drive sustainable growth.

  • Discover methods for increasing income streams to support financial resilience.

  • Gain insights into aligning financial decisions with your group’s long-term vision.

Personalized Pathways to Financial Independence

  • Address your group’s unique financial challenges with targeted strategies.

  • Learn how to customize wealth-building tactics to suit individual and group objectives.

  • Build a collaborative roadmap to financial independence, designed for lasting impact.

Frequently Asked Questions

  • This workshop is designed as an intensive, single session. Participants will spend approximately 6 hours engaging in activities, discussions, and strategy-building exercises.

  • Yes, participants will receive optional follow-up exercises to reinforce what they’ve learned and continue building momentum after the workshop.

  • No prior knowledge is required. This workshop covers foundational concepts and practical strategies, making it accessible to all experience levels.

  • Highly interactive. Participants will engage in discussions, group exercises, and scenario-based activities designed to apply the concepts directly.

  • Since the workshop is held as a live session, we recommend attending in full to maximize the experience. If you’re booking on behalf of a group, please contact us to discuss alternative options.

  • Our financial tool is designed to give you full control over your personal financial data. You can use it to test different scenarios, such as debt repayment strategies, savings plans, and investment decisions. The tool empowers you to make informed decisions without sharing your private information, unless you choose to do so. It’s a key part of your financial journey, helping you track progress and adjust your plans as you move through the 10 levels of financial independence.

  • Yes, the workshop introduces basic investment concepts and strategies to help participants begin or enhance their wealth-building journey.

  • You’ll need a computer with internet access, a notepad for notes, and your financial information for input into our scenario tool.

  • Participants will receive a recap of key concepts, follow-up exercises, and access to additional resources to support continued learning and application.

  • To secure your workshop reservation, a non-refundable deposit of 25% of the total workshop cost is required at booking. The remaining balance is due 14 days before the workshop date.

    Refunds for cancellations are available as follows:

    • More than 30 days prior to the workshop: Full refund of the remaining balance (minus the non-refundable deposit).

    • 15 to 30 days prior to the workshop: 50% refund of the remaining balance.

    • 14 days or less before the workshop: No refund available.

    All refunds are processed within 10 business days of receiving a written cancellation request.