Financial Health Strategies

Workshops

Are you interested in making changes in your financial life, improving your “money smarts” and all around financial literacy but hesitant to commit to one-on-one money coaching? Consider attending one or more of my workshops for money coaching and financial health strategies.

I offer 60- and 90-minute money coaching programs for up to 25 participants. Past attendees report leaving feeling less weighed down by their financial challenges, more focused on their goals, and more confident that they can clear their financial hurdles. My workshops cover a range of topics, including the ones listed below. (Note: as a Certified Financial Education Instructor, I am also open to designing other workshops. If you are interested in hosting a workshop on a topic not listed here, please get in touch and we can explore what might be possible.)

Currently, parent workshops include:

Raising Your Kids to be Smart About Money

You may be a confident, capable manager of your own finances, or you may feel woefully at sea. Either way, you may want a helping hand as you seek to teach your children healthy money habits. This workshop helps you identify your money goals for your kids – teaching them to save, helping them understand the difference between needs and wants – and explore ways to help them build money smarts at any age. We’ll talk about building solid financial values, the uses and abuses of allowances, and the hidden opportunities to teach your children healthy money habits.

The Skinny on Saving for College

Paying for college has become so complicated – and when you look at tuition costs, so daunting – that you almost need a graduate degree to get it done. This workshop will help you plan ahead so you can organize your and your child’s savings. I’ll share ideas that can help you maximize your eligibility for financial aid and keep your college costs in check. We will also discuss scholarships and strategies for increasing your child’s odds of landing them.

Your Money, Your Life Change

Midlife may look like the picture of boring stability to a teen or even a millennial. Those of us who have reached this point know better! Your forties and fifties can bring all kinds of change, from divorce or widowhood to career changes and new beginnings. All this newness can have a major impact on your personal finances, and this workshop will help you think through the money moves to bring you success and serenity during a big transition. Topics include goal-setting clarity, working with a financial advisor on your own, financing a career change, negotiating on your terms, and more.

Readying for Retirement

A week does not go by without some publication running a doomsday article on the state of Americans’ retirement readiness. It’s certainly true that as more employers end their pension plans, and more people enter the gig economy or start a business, many of us are putting away less than we should. But you can take steps now to improve your situation, and they don’t involve moving into your parents’ garage. We’ll talk about how to determine how much savings you need, your options for tweaking that number, and strategies for increasing your income once you stop working.

Helping Mom With Money

Have you noticed that your elderly parent is not quite as on top of her finances as she used to be? Is she forgetting appointments or neglecting basic errands? Sadly, one of the first cognitive abilities we lose is the ability to manage money. This loss can have tragic consequences: elderly women living alone are the most vulnerable population when it comes to financial fraud. This workshop will help you initiate a conversation with the older women in your life about keeping their money safe – from predators and, perhaps, from their own diminishing judgment. This is not an easy topic. But gently entering into your elderly relative’s financial life can be one of the greatest gifts you give them.

I also offer money coaching workshops for teen girls, including:

Money Toolkit for College

Some of the smartest high school girls in America have never learned the nuts and bolts of taking care of their finances. To be honest, many girls couldn’t care less – but when graduation nears, they start wondering. This workshop gives teenage girls the skills they need to manage their money in college, from budgeting to keeping track of their spending to finding the checking account that works for them. We’ll also talk about why it’s OK to be the “frugal friend” and how to make it happen. I include hands on exercises to keep participants engaged, and there is plenty of time for questions.

Out of the Nest, Into Real Life

College graduates and graduates-to-be are about to embark on a new life chapter that promises to be full of adventures and exciting change. It’s also a time when financial life concerns change from “who’s buying the pizza?” to “what the heck is a 401(k)?” This workshop will help recent graduates and graduates-to-be organize their finances for real life. We’ll talk about the easiest way to increase your savings by $100,000, how to decide between buying and renting a car, how to make yourself a good candidate for a credit card, lease, and more.

LEARN MORE ABOUT MONEY COACHING HERE

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Testimonials

With a vision and passion for educating young women to be financially literate and independent, Kelley has become a significant part of our program. Her in depth knowledge of the big picture of financial competency and her awareness of personal nuances allow her to make each person comfortable, even in a large workshop. Her ability to make age appropriate and relevant connections and create a sense of immediate usability of information inspires the students to take action immediately. Her presence brings calm and inspiration; our students are deepening their skills to be on a path that allows them to experience financial confidence.

Elizabeth Woodall

Director of upper school, private girls’ school

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