What is Financial Wellness?

There are several factors that determine your level of Financial Wellness:

  • Do you maintain a personal budget?
  • Do you have an emergency fund?
  • Do you have relatively low debt?
  • Do you have a good credit score?
  • Do you have a retirement plan?

If you answered "no" to any of these, then your financial health isn't as good as it could be and Square One Financial Coaching can help!

How it Works

Our Financial Wellness Workshop covers a variety of topics over the course of 8 hours in a group setting, whether in person or online.  Each partcipant gets a workbook and a flash drive with tools to assist you as you start your journey to a better financial future.  We keep our group sizes small to make sure each participant has the opportunity to get maximum value out of the workshop.

The topics covered in our Financial Wellness Workshop are:

  • Budgeting
  • Understanding Debt
  • Understanding Credit Reports
  • How to establish and achieve healthy financial goals

Interested in Hosting a Workshop?

Fill out the form below to request information on how you can host a Financial Wellness Workshop!

*A minimum of 10 attendees is required.