Financial Workshops, Speaking and Masterclasses
We love working with small to medium sized groups to help create community and bring awareness to a subject that so many people feel alone one. Our workshops can be either in person or virtual, and can be custom tailored by topic and also time available. The majority of workshops are most effective when provided 60-90 minutes of time to allow for proper Q&A at the end. Workshops make an excellent addition for your small business benefits, employees, independent contractors, or general small groups looking to develop their financial health and learn how they can learn to view money simply as the tool that it is to help achieve dreams. Experts agree that positive financial habits have more impact on a household's financial well-being than an increase in income.
The following workshops are currently available and being taught:
Profit First For Your Business
➤ Available as a 45 minute introduction to Profit First, as a half day workshop or a full 2 day training for your team of independent contractors or realtors.Give your team of independent contractors or realtors a gift that they won’t receive anywhere else. Give them the hands on training to implementing Profit First within their business so that they learn how to pay themselves regularly even on variable income, learn to minimize their expenses and reduce their overall stress around finances. Be your team’s hero for providing them the training that will eliminate their financial chaos, maximize their wealth building abilities and help them build a business they love.
3 Powerful Profit Moves For Your Business
➤ This workshop lays out the top 3 moves most small businesses are missing and why taking these critical steps will change your business and life forever.
Control Your Cash flow
➤ In this workshop, I teach what cash flow is, why it’s important and 5 simple steps a small business owner can take to learn to control their cash flow in the business. It’s not always about making more money, sometimes it’s about using the money you have for the right purposes, at the right times and learning how to manage it and know the difference.
All workshops can be tailored for a quick 45 minute presentation up to a full 3 hour morning or afternoon class for training. Financial workshops can be an excellent benefit addition for your employees. Learn more about Employee Financial Wellness programs here.
Other personal financial workshops available include:
Mastering your money
➤ We talk about the overview of what it takes to master your money. This is the introduction to financial management and a broad overview of the mindset, motivation and tools that are necessary to win with money.
building a budget you love
➤ We teach small groups how to create a working balanced budget that individuals can tailor to their own lifestyle. Some more specific topics include: why a spending plan is important, how to stick to your plan, developing a routine with your budget and tools you can use every day. Learning how to do a well thought out balanced budget will allow you to develop a clear plan for your financial goals and reach them faster.
destroy your debt - strategies to pay off debt quickly & for good
➤ In this workshop, we talk about how debt is holding you back, the 4 methods of debt destruction and how to choose the right one for you. I also provide examples of families and individuals effectively eliminating debt to open cash flow for increased savings and investing.
saving & investing for your future
➤ This workshop discusses both the short & long term advantages of mastering your money now. We talk about why saving is important in both the short & long term, how much is necessary, how to save more strategically and how to manage those large annual purchases strategically with savings accounts. We also touch on the basic accounts that can be used and how they differ.
meal planning on a budget
➤ We explore how to cut your grocery and dining out budget significantly in this workshop. Food is the top “black hole” for finances and to dial in on the spending plan, most families and individuals can save $200-$300 per month from their current spending with these simple tips.
protecting your family financially
➤ This workshop focuses on the 7 major types of financial protection that every family needs to have in place (and most individuals as well). We address common concerns and questions about insurances, estate plans and ID theft.
teaching your kids about money
➤ In this workshop, we discuss how to have age appropriate conversations about money with your kids and raise them to be financially savvy.
custom for your audience, employees or company
“Kristen has been a collaborator in my Facebook group for solopreneurs for over a year. She presents monthly livestreams on topics that deal with both personal and business finances.
I love how Kristen is so articulate and passionate about finances and breaks her information into bite-sized pieces that are very understandable to everyone, even those without a financial background!
Kristen makes it easy for people to understand money & reach their financial goals by teaching them how to keep more of it in their pockets. Her training in small & medium sized businesses as well as her educational background & personal experiences makes her the right person to help her clients stop stressing over money-related issues and focus on the steps to become financially free.
On top of all of this, Kristen is genuinely interested in the success of everyone she works with and that shines through in her personalized guidance and encouragement. I highly recommend Kristen to anyone that is looking to rid themselves of financial chaos, gain clarity around their finances, and build wealth, whether it’s personally or professionally.”
Looking for a speaker instead?
I’m so passionate about helping people change their money stories and I love an opportunity to show that passion and educate audiences about how things can be different than they currently know financially. I speak to groups both large and small about various financial topics including:
Small Business Financial Foundations
3 Powerful Profit Moves For Your Business
Going to College Debt Free
Master Your Money
Debt Elimination
Protecting Your Family Financially
Customized to your audience
“I heard Kristen speak at an event last year, and I immediately felt connected to her and her knowledge... and have been glued to her content on Instagram ever since. Kristen doesn’t talk AT you or DOWN TO you - which, to me, is critical when tackling the subject of finance. She had a perfect balance of having a strong, confident presence that immediately made me feel like I could trust her, while still speaking to us in a way that made her (and the topic of finances) feel approachable. It ultimately created an environment where those in the crowd weren’t embarrassed/afraid to ask questions.
As a business owner, her tips on looking at money differently prompted me to go home that week on a mission to understand my numbers better. And as an individual, it prompted me to talk to my husband about how we can do better at saving and allocating our money.
Kristen and her knowledge would be an asset to anyone from a new business owner navigating spreadsheets, to a seasoned entrepreneur who knows they should have a better plan, to a couple who wants to stop living paycheck to paycheck. And in a year where so many people and business owners have had to figure out how to navigate finances in an unconventional time, I can’t think of a better, more trustworthy, more compassionate and more knowledgeable professional than Kristen to help them.”
“Kristen has been a featured panelist and speaker for my business workshops several times and each time she over delivers in terms of content and knowledge! She really breaks down finance in a way that is easy to understand and without overwhelm. But the best part of having Kristen present to our attendees and members is that she doesn’t judge anyone based on their past or current relationship with money.
She has the biggest heart and truly wants to help her clients succeed. You can see that while she is delivering her presentations and answering questions. Whether you are looking for a professional to speak about personal or business finance, Kristen should be on the top of your list to call!”
“I was fortunate enough to be in a position to bring in guest speakers for a client’s webinar series and found Kristen. My client was hoping for someone who would be able to break down financial concepts for its direct selling representatives in a way that helped them see how they can treat their business as a business vs. a hobby and see profitability as an entrepreneur.
Kristen’s presentation was down to earth yet professional and her concepts were very well received. Eyes were opened to the possibilities for financial success by making a few adjustments and staying consistent and accountable. She was an excellent speaker and I’d recommend for any audience seeking information on how to be smart about your money!”