Financial Literacy WorkshopSonia Polius
I deliver engaging, hands-on financial literacy workshops that equip your employees with the tools they need to manage their money effectively. My personalized follow-up support ensures lasting results, helping them achieve their financial goals and improve their overall well-being.
What's included
Financial Health Checklist
A checklist to assess their current financial situation and identify areas for improvement.
Budgeting Template
A customizable Excel or Google Sheets template for personal budgeting.
Investment and Retirement Planning Worksheets
Tools to help plan and track investments and retirement savings.
Reading List
Recommended books and articles on personal finance and financial literacy.
Online Resources
A curated list of websites, blogs, and tools for further learning and financial management.
Financial Tools and Apps
Recommendations for apps and software that can help with budgeting, saving, investing, and credit monitoring.
One-on-One Coaching Offer
Information on how to schedule a personal financial coaching session with the facilitator.
FAQs
Contact for pricing
Tags
Microsoft Excel
Microsoft PowerPoint
Coach
Financial Consultant
Service provided by
Sonia Polius St Lucia
Financial Literacy WorkshopSonia Polius
I deliver engaging, hands-on financial literacy workshops that equip your employees with the tools they need to manage their money effectively. My personalized follow-up support ensures lasting results, helping them achieve their financial goals and improve their overall well-being.
What's included
Financial Health Checklist
A checklist to assess their current financial situation and identify areas for improvement.
Budgeting Template
A customizable Excel or Google Sheets template for personal budgeting.
Investment and Retirement Planning Worksheets
Tools to help plan and track investments and retirement savings.
Reading List
Recommended books and articles on personal finance and financial literacy.
Online Resources
A curated list of websites, blogs, and tools for further learning and financial management.
Financial Tools and Apps
Recommendations for apps and software that can help with budgeting, saving, investing, and credit monitoring.
One-on-One Coaching Offer
Information on how to schedule a personal financial coaching session with the facilitator.
FAQs
Contact for pricing