Tag: jake

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!

New Year Financial Goal Setting with Jake!

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 event is just for you!  Jake will be discussing budgeting, financial goals helping you plan a new way for the new year!

This event is FREE for members.  Members log in at the time of the event and a link will appear to join!

Non-members/public can purchase tickets for just $5!  You will receive a confirmation email after purchase and the email will have a link to join on the date of the event!

Ticket sales end 12 hours prior to event.

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)

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!

Jake & Compass

Kathy and Jake discuss Kathy’s metaphor of the internal and external compass.
Jake brings a clarifying voice to help her sort out her beliefs and awareness of
external pressure.

Questions For Couples!

Create new conversations with these questions designed for couples! New conversations may be the spice you can bring into your relationship!

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.

Skip to content