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Personalized Workshops for your team

Your team may have distinct issues where you need some extra personalization. We work with you in order to assess your specific needs and desired outcomes and we create a workshop for you.

Workshops and Objectives

  • Provide Education to employees on financial health in all levels in an organization
  • Empower employees with information in order to make good financial decisions
  • Increase awareness of resources available to them
  • Encourage individuals to think creatively and innovatively about their finances
  • Create awareness on the various financial aspects to financial planning
  • Provide advice and support throughout the process

Workshop Topics

  • Behavioural Finance – The Impact of my emotions on Financial decisions
  • Your Money, Your Brain, Your Relationships, Your Success
  • Your Financial Transformational Journey
  • Your Personality type and your Money Behaviours
  • Building Net Worth over Time
  • The Journey to Financial Mastery
  • What your parents did not learn you about Finances
  • Getting you on the right track to Manage your Money – For Graduates, Couples, Individuals
  • The smartest Way to buy any assets
  • Being on the Right Side of Compound Interest
  • Financial Wellness, Emotional Well-being and Financial Success
  • Money Management for Couples – Setting yourselves up for future success
  • The Balance between Protecting Wealth and Creating Wealth
  • Your financial WAKE-UP Call, when financial disaster hits!
  • For the Financial Savvy Women
  • Financial Conscious Leadership for Business Owners/Entrepreneurs
  • Setting Healthy Financial Behaviours to protect your Self-Worth
  • Secrets of integrating Financial Intelligence with Emotional Intelligence
  • Enneagram workshops an Introduction
  • Enneagram Workshops: Thriving in Your Relationships

"Everyone thinks of changing the world,
but no one thinks of changing themselves.
- Leo Tolstoy

Emotionally intelligent financial decisions within teams

Regardless of your or your organization’s function and focus, it comes down to people and relationships when considering a “day in the life” at work. It is important that when we need to make financial decisions as a team that we clearly communicate. A leader needs to influence, manage change, communicate effectively and transparently, understand how different kinds of people work and live, deliver results. Some of this is natural AND some of it can be learned.

There is not a one size fits all model for employee engagement and leadership. Every person and team is different with different moving parts.

Our offerings have been created with this in mind.

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