Financial Wellness Workshop
Does it ever feel like you're carrying the weight of the world on your shoulders?
Between work, family, and all the responsibilities of daily life, it's easy to feel overwhelmed. And sometimes, the stress of managing finances just adds to that heavy load.
You don't have to carry this weight alone!
What if, in just 6 weeks, you could start to feel a sense of calm and control around your money, easing some of that underlying financial stress?
Our workshop is designed with YOU in mind. It is created for those who are feeling the pressure and are looking for a supportive judgement free zone to understand WHY we make the money decisions we make.Â
This isn't about complex spreadsheets or overwhelming financial jargon. This is about understanding how you think about money and taking control of your financial life.
What You'll Discover About Yourself
- Uncover your emotional money patterns to discover how you truly feel about spending, saving, and financial decisions​
- Explore how your past experiences with money shape today's decisions, and learn to rewrite limiting beliefs that keep you stuck​
- Develop simple, sustainable habits that make tracking and understanding your spending feel natural and stress-free​
- Connect with others who truly understand your struggles and celebrate your victories alongside people who genuinely care​
- Gain confidence and direction with your finances so you can make decisions that you feel good about and align with your values
Is this workshop for you?
This workshop is for you if:
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You feel overwhelmed by financial pressures
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You're ready to gain direction and confidence with your finances
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You are looking for practical solutions, not complicated theories
This workshop is DIFFERENT. It focuses on wellness over numbers. We believe that when you understand why you make the decisions you do you will feel calm and in control - your financial decisions will become clearer.Â
If you're ready to explore a way to ease that financial stress and gain a sense of direction, don't wait. Start today and transform your relationship with money!Â
START NOWMeet Lori.
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Our Financial Wellness Workshop is facilitated by Lori Curtiss. Lori is a dedicated financial professional with over 22 years of experience empowering individuals to achieve their financial goals. Holding the designations of Certified Financial Planner (CFP), Certified Financial Behavior Specialist (CFBS), and Associate Certified Coach (ACC), Lori provides the guidance and insights needed to make values-aligned financial decisions and build a secure future.
START NOW
We're only halfway through the workshop and I already have a much better understanding of why I make the financial decisions I make – and I actually feel good about the decisions I've made!​
The space Lori creates is so welcoming and non-judgmental, which makes it possible to have open conversations around topics that are usually really difficult to discuss. She's an incredible facilitator who uses language that's understandable and relatable, which makes all the difference in the world.
- Keltee T.
Working with Lori was a transformative experience. She helped me face my financial fears and understand my relationship with money.
 Lori’s approach was both compassionate and empowering, giving me the tools to shift my mindset and take control of my finances. I now feel more confident with my financial decisions. I can’t recommend her enough!
- Kate W.
I took Lori's financial wellness workshop a few months ago and it has had such an impact on my view around my finances. At first, it was very overwhelming to reflect on my own spending habits and learned some hard truths about the way I spend money. Learning the why has changed how I view spending and helped identify what is important to me, future goals, and daily life. Long term goals do not seem as unreachable and I have a better understanding of how to get there. Biggest change I have noticed - it is easier to recognize when I am spending for the sake of doing something allow me to stop and ask if its necessary. This is helped remove A LOT of purchase regret.
The best lesson I learned, and accepted, is that avoiding and hoping for the best causes the most stress, it is better to deal with each purchase in the moment. Budgeting really is key. I am so grateful for the information and lessons learned in this courses! Financial freedom will be life long continuous work, but I feel like I have a solid foundation to start.
- Katie T.
It’s been about a month or so since I finished the workshop with Lori and I’ve found it has had such a big impact on my relationship with money!Â
As I’ve never done anything like this, a fear I had going into the workshop was “Is she going to ask what’s in my bank account in front of everyone?” The answer: no! It was truly a mindset workshop - Lori gave us a space to reflect on our finances and provided tools to better understand our spending and emotions behind it. I loved having a space with individuals who had different lifestyles/spending habits - we had some amazing conversations and Lori had exercises/tips that worked for everyone. She makes sure to keep the groups small, so you never feel like you’re lost in the crowd - your voice is heard!Â
Learning how my values coincide with my spending/how I feel was a huge takeaway from the workshop. Now, I take the time to reflect on my transactions and try to make sure they align with my values. It has also helped with talking about finances with my partner, and now we use the budgeting tips I learned from the workshop!
Overall, I highly recommend this workshop. It creates a safe place to dig deep and understand your finances and emotions attached to them, and teaches ways to create a healthier relationship with your spending. A huge thanks to Lori for all of your help and creating such a great community!
- Kristina D.