This course will cover everything you need to know to start setting up your financials for success.
As an added bonus, this also includes the budget template and walk-through explanation for single and dual-income households.
Check out the course outline below!
here's the workbooks and PDFs offered in this course
the foundation of building wealth
a valuable tool when used correctly
the good, the bad, and how to know the difference
how to really make your money work for you
and more importantly... how do I start?
"I would recommend [this course] to anyone interested in learning more about the basics around personal finance... Colleen is such an inspiration and I think a lot of woman will really admire and connect with her style of storytelling and mission to women of all ages, become passionate and gain the confidence and skills to make smart, well-informed financial decisions!"
Colleen has helped me over the course of ~4 years with all things financial planning + benefit elections - from adjusting my 401K allocations to ensure I get the maximum benefit to a more personalized approach when it came to selecting the right health insurance for myself.
"[Colleen] does a great job of breaking down complex, financial information and makes it easily digestible and easy to understand for people with some financial knowledge to those who have little to no financial knowledge. She is also incredibly passionate about financial literacy and education that you can tell she really wants her clients to succeed in understanding the material."
one-on-one
Want a more personalized education? Schedule time with me so I can walk you through the material and answer your questions in real time.