Tag: 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!

Next BIG Steps, Recommendations For Starting Out

Are you a young person ready to move to the next phase of your life?  Ready to start “adulting”?  Jake is presenting this LIVE VIRTUAL event just for you! Jake helps guide you through the next big steps with practical life advice to starting out and getting your finances stable early on!

This is a ticketed event for non-members/public, just $5 per person.  The event is FREE FOR MEMBERS! Members log in at the start time on the date of the event and a link will appear to join.  Ticket holders will receive an email with link once you have made the purchase.

Manage Your Passwords

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

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