Financial Education
Becoming a Seriously Savvy Woman Video Training
What You Need To Do To Become Financially Empowered. Money Management 101.
FREE Video Available Now.
Design your financial year with intention through guided reflection and a creative vision board experience that aligns your money with what truly matters to you.
Date: February 25, 2026
Time: 4:30 – 6:30pm
Location: Carsbad Chamber of Commerce
Savvy Women Invest on Purpose Workshop
How to Apply Your Natural Strengths as a Woman to Managing Your Finances and Investing.
Date: April 30
Location: Carlsbad, CA
Health, Wealth & Legacy, 1/2 Day Retreat
Explore how to live well, prosper wisely and protect your legacy.
Date: TBD
Time: TBD
Retirement by Design Workshop
How to design a comfortable retirement. So you can remain comfortably retired and avoid running out of money. Without budgeting the joy out of life.
Date: TBD
Time: TBD
Location: Carlsbad, CA
Investing Basics (FREE Video Series)
Get started learning about investments so you can feel confident making financial decisions.
This video covers:
- Stocks
- Bonds
- Mutual funds & more
The First 90 Days After Loss
A 90 Day Financial Checklist
A gentle financial checklist to help you focus on what matters now, after the loss of a spouse or loved one. Designed to reduce overwhelm and provide clarity during a difficult time.
Find Us
2131 Palomar Airport Rd.
Suite 330
Carlsbad, Ca 92011
Phone
(760) 692-5700
FREE Consultation
Click here to schedule a free consultation with us.