Declutter your COINS: Spring Cleaning Finance Workshop

Let’s SWEEP through your spending and set a solid plan for Quarter 2!

This isn’t just another money workshop. It’s a space where we can get real about our finances, check in on how the first quarter went, and make a solid plan moving forward.

We’re not just talking. We’re putting in the WORK.

Whether you’re trying to get organized, save more, or just feel better about your money, this is for you. I’m hosting it, but this isn’t about me. It’s about us coming together, learning from each other, and building better habits side by side.

I want everyone to leave with a mindset shift. A new way to look at your money, your goals, and what’s possible when you take control and stay consistent.

Let’s grow together and make Quarter 2 our most intentional one yet.

During this 3-hour session, you will:

• Review your bank statements from January to March

• Identify spending habits and money drains

• Create a realistic monthly budget

• Use a Net Worth Calculator to check your current financial position

• Set personal savings goals for the next quarter

What to Bring:

• PRINTED or digital bank statements (Jan–Mar)

• Pen and notebook

• Laptop or device (optional, but helpful)

What’s Included:

• Budget Excel Sheet and Net Worth Calculator (Will send prior to event)

• Light refreshments

• A safe, supportive environment to talk money

Disclaimer: I am not a licensed financial advisor and this session is not intended to provide professional financial advice. The purpose of this workshop is to help participants gain personal clarity around their finances through guided self-reflection and budgeting tools. If you need personalized financial planning or investment guidance, I’m happy to connect you with a qualified financial advisor.

Event Venue & Nearby Stays

950 Broadway, 950 Broadway, Tacoma, United States