Money Reset Workshop

Helping you navigate through life’s challenges and thrive financially

Life happens—often when we least expect it.

It doesn’t just cause confusion or setbacks; it can create chaos, stress, and feelings of defeat.

Our finances are deeply connected to our emotional, mental, and physical well-being. When money feels uncertain, everything else can feel heavier.

Finances affect our emotional, mental and physical well being.

You may be feeling this if you are:

  1. Getting married and want to show up with commitment to finances

  2. Married but finances are causing stress

    Overwhelm with debt

  3. Financially recovering or rebuilding after divorce or loss of a loved one

  1. Discouraged with the housing market and trying to get into your home

  2. Retirement is creeping up faster than you expected and you are not quite ready

  3. Concerned about life events that keeping throwing those curve balls

You’re not alone! These moments don’t define your future. With clarity, guidance, and a plan, financial stability and peace of mind are possible again.

35 years of observing human behavior around money

This course was created from 35 years of observing human behavior around money—the different mindsets people carry, the financial results those mindsets produce, and firsthand experience rebuilding after divorce, starting and growing a seasonal business, and attempting to build wealth while navigating unexpected life events.

There is no magic potion. Lasting financial change always comes back to the fundamentals.

This course is designed to guide you step by step through those fundamentals, with honesty, compassion, and practical tools you can apply immediately.

In this course, you will work through:

  1. Reset Your Money Mindset

    This is foundational. You’ll revisit your relationship with money, clarify the role it plays in your life, and realign spending with your core values. More income alone is not always the solution—this module should be completed before deciding you simply need to work harder.

  2. Re-Establish Your Goals

    Revisit financial fundamentals while reconnecting them to what truly matters to you. Goals become meaningful when they align with your values.

  3. Strategies to Reach Your New Goals

    Just like any task, financial resets require the right tools. You’ll learn practical strategies to move forward with clarity and intention.

  4. Implementation

    Good intentions remain just intentions without a plan. This module focuses on turning insight into action with a clear, achievable implementation strategy.

  5. Budget vs. Spending Plans

    Understand the difference between the two—and when each approach is most appropriate for your current season of life.

  6. Bad Debt vs. Better Debt
    Learn to consciously and intentionally use debt, rather than letting it control your decisions.

  7. Protecting Your Future
    Protecting your wealth also means protecting your family. This includes thoughtful discussions around the appropriate use of insurance.

  8. Being Kind to Your Executor
    Having your ducks in a row matters. You’ll learn how to simplify things for those you leave behind and reduce unnecessary stress during difficult times.

We are honored to be part of your journey—from financial stress to financial confidence and stability.

This course is about building clarity, resilience, and long-term peace of mind—one fundamental step at a time.

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