Personal Finance Warrior Online Registration

Conquer Your Financial Fears and Transform Your Finances!

Dear Warrior,

Are your finances in disarray? Are you scared of managing your investments? Are you looking for a trusted guide?

It is time to claim your financial power and become a Personal Finance Warrior! Do you want to take action on your finances and make better financial decisions?

  • Are you looking for a framework to better manage your personal finances?
  • Want to organize your accounts in different places?
  • Want to consolidate your 401ks in different places?
  • Want to become the Queen of asset allocation?
  • Want to understand the financial implications of taking time off for children?
  • Wait – Do you want to have fun too?

Then this workshop is for you!

In just 8 weeks, we are going to cover the range of personal finance topics to empower you to take action on managing your personal finances so that you can make better financial decisions. Women make $0.79 on the dollar…it is up to our generation to change this! Let's laugh and have fun together on the Warrior path!

Are you looking for Clarity on:

  • Get out of financial chaos
  • Decide how much to invest
  • Understand your 401k options
  • Negotiate your salary
  • Strategize about loan repayment and credit card debt

Let's Have Fun & Take Action!

This 8-week course is different! We will cover a wide range of topics in a fun and engaging way. I have training as a Financial Advisor, Portfolio Consultant and Research Analyst. My goal is to present actionable ideas in an accessible way to help you conquer your financial fears.

Personal Finance Warrior Community

You are not alone! The dedicated private community provides recorded sessions, Q&A, helpful web links and comments for participants to provide the support and motivation to take action! Women share best practices from their experiences in taking on organizing their finances and making changes to their asset allocations.

Dear Warrior,

Are your finances in disarray? Are you scared of managing your investments? Are you looking for a trusted guide?

It is time to claim your financial power and become a Personal Finance Warrior! Do you want to take action on your finances and make better financial decisions?

  • Are you looking for a framework to better manage your personal finances?
  • Want to organize your accounts in different places?
  • Want to consolidate your 401ks in different places?
  • Want to become the Queen of asset allocation?
  • Want to understand the financial implications of taking time off for children?
  • Wait – Do you want to have fun too?

Then this workshop is for you!

In just 8 weeks, we are going to cover the range of personal finance topics to empower you to take action on managing your personal finances so that you can make better financial decisions. Women make $0.79 on the dollar…it is up to our generation to change this! Let's laugh and have fun together on the Warrior path!

Are you looking for Clarity on:

  • How to organize your investment accounts
  • How to understand your portfolio and asset allocation
  • How to understand your retirement
  • How to negotiate your salary
  • How to understand robo-advisors, financial planners and financial advisors

Let's Have Fun & Take Action!

This 8-week course is different! We will cover a wide range of topics in a fun and engaging way. I have training as a Financial Advisor, Portfolio Consultant and Research Analyst. My goal is to present actionable ideas in an accessible way to help you conquer your financial fears.

Personal Finance Warrior Community

You are not alone! The dedicated private community provides recorded sessions, Q&A, helpful web links and comments for participants to provide the support and motivation to take action! Women share best practices from their experiences in taking on organizing their finances and making changes to their asset allocations.

Personal Finance Workshop Series

Next Workshop starts on Tues. Apr. 24. This online course will help you take action on managing your finances by providing an end-to-end financial planning system.

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

Join the Conversation

Know Somebody Who Needs This?

Share the gift of with friends and family!

Pin It on Pinterest