Peer Group Financial Coaching

Workshop Process

Do you learn better in a group? Do want to learn about a specific financial topic? Are you a community leader and want to address a specific personal finance issue affecting your community? How about providing your immediate and extended family an opportunity to learn about personal finance topics?

Cent$ible Action workshops can be customized to cover a wide range or focused personal financial topics. Workshops can also be coupled with financial coaching support to help attendees incorporate the new knowledge and skills.

Workshop Process

The workshop process consists of three steps, which are outlined below. All participants receive learning materials during the workshop and can take advantage of a complimentary consultation call after.

Step 1: Workshop Purpose and Topic

We will schedule a call/meeting with the coordinator of the workshop to determine the goal and topic of the workshop. You will be asked to provide information on the participants to help us better understand the learning styles that need to be incorporated in the presentation and for communication.

We will discuss dates, times, and locations.

Step 2: Workshop Prep & Delivery

We will send out a reminder and pre-workshop survey ahead of the workshop to all participants.

All participants should be at the workshop a minimum of 10 minutes before the start time.

Learning materials will be distributed and the engaging and educational workshop will be delivered. The last 15 minutes of the workshop will be reserved for a Q&A session along with a participant survey to gauge knowledge growth.

Step 3: Workshop Follow Up

survey to see if they have incorporated any of the information or skills covered in the workshop into their financial decision making.

All survey information will be shared with the workshop coordinator.

Schedule Complimentary Call

Workshop Topics

It’s important to find peers who will add value to your coaching experience, while you add value to their experience. Consider the following desirable traits in those you invite to participate in peer coaching with you:

  • Budgeting and Financial Planning: This workshop focuses on creating and maintaining a budget, setting financial goals, tracking expenses, and developing a personalized financial plan. It covers topics such as income management, expense prioritization, saving strategies, and debt management.
  • Investing Basics: This workshop provides an introduction to investing, including understanding different investment options (stocks, bonds, mutual funds, etc.), risk tolerance assessment, asset allocation, and the power of compound interest. Participants learn about investment strategies, portfolio diversification, and long-term wealth accumulation. **No investment advice is given in this workshop as Cent$ible Action is not a licensed investment advisor. **
  • Retirement Planning: This workshop educates participants on retirement savings, investment vehicles (401(k), Individual Retirement Accounts, etc.), and strategies for retirement planning. It covers topics such as estimating retirement needs, maximizing employer matches, Social Security benefits, and creating retirement income streams.
  • Debt Management: This workshop focuses on strategies for managing and reducing debt effectively. It covers topics such as understanding different types of debt, debt repayment methods (snowball vs. avalanche), negotiation with creditors, credit scores, and debt consolidation options.
  • Credit and Financial Health: This workshop provides insights into credit management, credit scores, and how they impact financial health. It covers topics such as building and maintaining good credit, credit reports, managing credit card debt, and identity theft protection.
  • Homeownership and Mortgages: This workshop explores the process of buying a home, including mortgage options, down payments, closing costs, and factors to consider when evaluating affordability. It may also cover home equity, refinancing, and the financial responsibilities of homeownership.

  • Tax Planning and Strategies: This workshop provides an overview of personal income taxes, tax deductions, credits, and tax planning strategies to optimize tax efficiency. It covers topics such as tax filing requirements, understanding different tax forms, tax-advantaged accounts, and tax implications of various financial decisions.

  • Financial Protection: This workshop addresses the importance of insurance coverage for individuals and families. It covers topics such as health insurance, life insurance, disability insurance, and property and casualty insurance. Participants learn about assessing insurance needs, coverage options, and factors to consider when selecting insurance policies.
  • Estate Planning and Wealth Transfer: This workshop focuses on estate planning essentials, including wills, trusts, power of attorney, and beneficiary designations. It covers topics such as inheritance taxes, avoiding probate, charitable giving, and preserving wealth for future generations.
  • Behavioral Finance and Money Mindset: This workshop explores the psychological and emotional aspects of personal finance. It covers topics such as understanding financial behavior patterns, managing emotions related to money, overcoming financial obstacles, and developing a positive money mindset.

Client Appointment Calendar

Schedule your next financial coaching appointment.  Select the date and time that works best for you.  A confirmation will be sent after with reminders leading up to the appointment.

*Please notify us at least 24 hours in advance of any appointment change requests.

All times shown are in Eastern Time.