Financial Education
Becoming a Seriously Savvy Woman Workshop
What You Need To Do , To Become Financially Empowered…
So You Can Accomplish More With Your Money!
Date: June 24th at 5:30PM
Location: Carlsbad, CA
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
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: May 28, 2026
Time: 5:30 pm
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
Her Financial Year
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
Health, Wealth & Legacy, 1/2 Day Retreat
Explore how to live well, prosper wisely and protect your legacy.
Date: TBD
Time: TBD
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.