Personal Finance Warrior Online Workshops

Conquer Your Financial Fears and Transform Your Finances!
In this engaging and fun eight-week online training, you will gain the confidence to take action, successfully manage your finances, and make empowered financial decisions in each area of your life!

If you are struggling with personal finance areas such as:

  • How to decide how much to invest
  • How to understand your retirement options such as 401k, IRA, etc.
  • How to negotiate your salary
  • How to strategize about student loan repayments and credit card debt

Then this workshop is for you!

In just eight short weeks, will you learn to transform your finances, develop new skills and enjoy taking action in key personal financial areas that will make a difference in your life and long-term wealth.

In this engaging and fun eight-week online training, you will gain the confidence to take action, successfully manage your finances, and make empowered financial decisions in each area of your life!

If you are struggling with personal finance areas such as:

  • How to organize your investment accounts
  • How to understand and allocate your investment portfolio
  • How to understand your retirement options such as 401k, IRA, etc.
  • How to negotiate your salary
  • How to understand robo-advisors, financial planners and financial advisors

Then this workshop is for you!

In just eight short weeks, will you transform your finances, develop new skills and enjoy taking action in key personal financial areas that will make a difference in your life and long-term wealth.

Online Course Schedule

Here is the action-oriented workshop format that will give you the confidence to manage your finances. Each workshop includes a dedicated private community to connect with other participants, ask questions and share ideas.

April-June 2018

8pm-9:30pm EST
(5pm-6:30pm PST)
Tuesdays

Week 1: Claim Your Financial Power & Create a Budget

Tues. Apr. 24

Week 2: Do You Have a Personal Finance Framework?

Tues. May 1

Week 3: Negotiate Your Salary & Make More Money

Tues. May 8

Week 4: Maximize Your Retirement Plan

Tues. May 15

Week 5: How to Understand Your Investment Portfolio

Tues. May 22

Week 6: Strategy for Real Estate Down-payment

Tues. May 29

Week 7: How to Understand the Types of Investment Advisors

Tues. June 5

Week 8: Lifestyle of a Personal Finance Warrior

Tues. June 12

Warrior Love

“Kelly made the daunting task of organizing my personal finances both easy and fun!”

With her lighthearted humor and high-energy approach, she takes an overwhelming task and breaks it down into small, actionable steps. After years of not taking charge of my finances, thanks to Kelly and her workshop I have rolled over my 401(k) plan from my previous employer and I am the proud owner of my first ever credit card with benefits! Amy, 25

Financial Services

“She has started a grassroots movement on par with reading circles”

Kelly’s enthusiasm and commitment to applying her extensive knowledge to empowering women to take control of their personal finances is inspirational, motivational, and fun! I couldn’t be more proud and grateful to be an early adopter and active participant in her structured workshops! Shug, 40

Tech

“Kelly has given me the courage to take control of my finances”

I had fun learning about managing my finances and allocating the funds. It felt great to take the next steps in rolling over several of my 401k plans into one IRA. I have already told my friends about her workshop! Gina, 35

Marketing

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