• Young married couples looking to improve their financial lives
• Those who have trouble planning, budgeting and/or saving
• People who want to know more about investing with confidence
• Anyone who wants an easy to follow well thought out plan to get a "grip" on thier financial lives.

What you'll get from this workshop:

• Financial Coaching:  Understanding our money attitudes and behaviors -- the driving forces behind what and why we do anything (financially speaking).  Acknologing our money "gremlins" and the root of our money psychology.
• More Financial Intelligence:  you'll gain crucial knowledge you'll need to succeed in your financial life including the 60/40 Cash Flow/Budget Solution; the Wealth Triangle (How to plan for Safety, Comfort and Wealth in your life)
• Investing Basics:  10 things you should know about mutual fund investing, How to invest with confidence in turbulent times, The three pronged approach to retirement planning, and the Best Ways to Save for children's College
• Tools to use in your financial life including:  workbook you can use for creating your own cash flow/budget solution, Set you financial goals and priorities,  determine How much Insurance do I really need, How much you must invest to retire comfortably; crucial financial information everyone must have -- all in one place.