Category: Mindful Finance

Financial Goals with Jake! 2022

It is the new year and when reflecting on last year and dreaming about the new year are you hoping to plan to pay down high interest debt, set up savings buckets, dream up new possibilities for yourself and your loved ones?  This recorded event is just for you! Jake will be discussing budgeting, financial goals helping you plan a new way for the new year!

Financial Dreams With Your Partner

We love to dream big dreams! Sometimes dreaming and planning financially for those dreams with a partner is a cinch. You are both on the same page entirely. Sometimes you aren’t. Perhaps, you don’t even know if you have the same financial priorities or not. This worksheet is intended to bring you and your partner together on the same page about spending and financial priorities.

Next Big Steps with Jake & Ariel

Are you a young person ready to move to the next phase of your life?  Ready to start “adulting”?  Jake Carlisle and Ariel Fulkerson are presenting this LIVE recorded event just for you! They will help guide you through the next big steps with practical life advice to starting out and getting your finances stable early on! (This event was recorded with some participants in the room with the presenter, please consider downloading and printing the power point presentation to follow along)

Getting Your Affairs In Order with Judy

One big challenge for many people is knowing and understanding how to get their affairs in order later in life. Lucky for us Judy knows all the tips, tricks, and recommendations to help you get this done!

Building Credit For Young Adults!

Building a credit score for young adults is something that is not taught often enough in our school system yet it is such an important part of our financial system. Jake provides three simple steps to help young adults take a mindful step forward in this life skill!

Abundance Altar

Judy talks about healthy mindful money practices. She guides us through creating an altar using her knowledge about Feng Shui to support our energetic relationship with money!

Manage Your Passwords

Judy walks us through a practical guide to keeping, recording, and maintaining your passwords to various business or financial accounts.

Grounding Meditation for Mindful Money Practice

Ever feel stressed when the subject of finances or money comes up? This video features Judy sharing a grounding meditation that you can try before working on your finances. Judy hopes to share her wisdom about mindful money practices and how you can prepare yourself before the hard work begins!

Savings Buckets!

Here’s a little insight and inspiration around being more mindful with money. Kathy and Jake Carlisle share some ideas about how they learned to save with intention and how a small act of mindfulness could help turn things around. This short video may spark an idea to help you use your current bank to name all the things you dream to save money for.

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