Financial Wellbeing Workshop
“Saving money is the gap between your ego and your income, and wealth is what you don’t see. So wealth is created by suppressing what you could buy today in order to have more stuff or more options in the future.””
WORKSHOP GOAL
Our financial wealth is a deeply personal topic. Whilst most would agree that it’s one of the most important dynamics of our wellbeing, many would also agree that they spend little time making sure their financial health is headed in the direction of their desire.
This workshop has been designed to help you reach your financial freedom goals and use money to gain control over your time. People that go through this process claim that when they do it well, they can sleep better at night, knowing their financial health is in order.
We aim to leave you with our 5 pillar model, two powerful exercises, and a comprehensive & compact summary of the workshop learnings.
TARGET AUDIENCE
This workshop is designed for everyone that self-elects to learn and improve their financial health. It’s not related to leadership or seniority.
Note: we will review the target audience with you prior to delivering the workshop to gather more insight to make the workshop more relevant to your participants.
FORMAT | INTERACTIVE WORKSHOP
Length | Can be adapted to 1 hour (1 Learning Outcome) or 2.5HRS (2 Learning Outcomes)
Format | Face-to-face or online
Limit | 25 participants
Facilitator | Experienced business leader with 7+ Years of Leadership Experience
KEY TAKE-AWAYS
In this workshop we will cover:
Creating your own principles for managing your money in a way that helps you sleep at night
How to avoid being influenced by people that are radically different to you, and playing a different game to you
Getting Wealthy vs. Staying Wealthy
Money’s most powerful rule: “Spend less than you earn—invest the surplus—avoid debt.”
In Bloom’s 5 pillar model for financial wellbeing that you can adapt to your reality
Creating a cadence of accountability with yourself to help you reach your financial freedom goals
Learning outcomes
Learning Outcome #1: Fundamentals of financial wellbeing
5 Pillar model presented
Principle 1: Know your numbers & Spend less than you earn
Principle 2: Create a sequence of accountability with yourself and your partner / Have a financial review cadence
Principle 3: Be reasonable rather than rational
Principle 4: Wealth is What You Don’t See
Principle 5: Your goals and desires will change over time
Resources
Learning Outcome #2: Tools, and Systems to help you reach financial freedom
The monthly rundown - how to do it and what to measure
Values and expenses alignment exercise
Do not repeat the same mistake exercise
Other valuable tools
Resources for deeper dives
PRICING | INTERACTIVE WORKSHOP
Building on the point above, the pricing depends on whether we do the session in person, or through video conferencing, and the sessions length.
1 hour webinar | $1,000+GST
1 hour in person workshop | $1,500+GST
2.5 hour in-person workshop | $2,500+GST