Money Makeover Workshop

Get a jumpstart on your New Year's resolution to work on your money goals! Join us and get your finances off to a fresh start!

Workshop Breakdown:

• Day 1: Take stock of where you are vs where you want to be and outline a plan to fill the gap
• Day 2: Review your plan and add action steps with personalized guidance (Note: You must attend Day 1 to get the Zoom link for Day2)

DAY 1

1. Your Money Mindset:

• Discover how your money mindset shapes your reality
• Spot the money decisions that are draining your energy and keeping you stuck
• Practical steps for mindset shifts

2. Determine Where You Are, Where You Want to Be, and the Gap:

• What's your vision -- your destination?
• Where are you starting from?
• Calculate the gap and assess what you have available to fill it

3. Create a Plan to Fill the Gap:

• Develop a plan outline
• - S.M.A.R.T. goals to bridge the gap between now and your destination
• - Prioritize your goals and create an action plan
• Develop plans to overcome obstacles that can stop or slow your journey

Day 2

Review and Implement Your Financial Freedom Roadmap

30-minute one-on-one sessions to discuss your completed work, provide constructive feedback, and answer your questions

• Note: Use this session to gain clarity and refine your approach so you have a clear path to pursue your financial goals and make your vision a reality

Watch the video and learn more at: https://bit.ly/moneymakeover2025

About your instructor:

Patricia Stallworth, MBA, CFP® is a financial advisor and educator. She specializes in helping mid-career professionals and entrepreneurs master their money so they can achieve their goals and live their best life.

She is the author of several books including Minding Your Money and How to Get Divorced Without Losing Your Blouse, and she has been featured in variety of publications such as Business Insider, Essence, and GoBankingRates.

Event Venue

Online