Financial Workshops
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Financial Education designed for real life.
Jeff and 5D Financial Coaching offer practical, engaging workshops designed to help people build confidence with money.
Workshops can be tailored to the age, experience and needs of your group.
Most online tools and resources are one size fits all.
I'm here for everyone else.
Sample Workshop Topics
Money Basics
Building a foundation for budgeting, saving, credit, banking and everyday financial decisions.
Your First Paycheck
Understanding your paycheck, benefits, taxes, spending, saving and what to do when you finally start earning real money.
Credit & Debt
Understanding credit scores, credit cards, loans, interest and how borrowing affects your financial future.
Combining Finances
Navigating the financial decisions that come with marriage or partnership, from merging accounts and expenses to creating shared goals.
Buying Your First Home
Understanding affordability, down payments, mortgages, closing costs and the financial questions to consider before buying.
Major Life Changes
Financial considerations surrounding marriage, children, career changes, relocation and other major transitions.
Financial Fresh Start
For people who feel behind or overwhelmed and need to organize their finances and figure out where to start.
Workshops for Every Stage of the Game
High School & College Students
Building financial confidence before entering the workforce.
Young Adults
Navigating income, expenses, credit, housing and financial independence.
Parents & Families
Helping families have better conversations about money and financial decisions.
Community Groups
Practical financial education for adults at any stage of life.
Schools & Colleges
Financial literacy programs that complement classroom learning.
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