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Budgeting for Life: From Spending to Saving

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Sun, Nov 2, 3:30pm - 5pm EST

Event description

4-part Virtual Workshop Series held via Google Meet

11/2/25, 11/9/25, 11/16/25, 11/30/25

3:30-5:00 PM (EST)

Tiered Pricing Options: $0 - $100 (covers all 4 sessions)


Week One

Week Two

Week Three

Week Four

Let's Talk Money!: The Elephant in the Room

Build A Budget You Can Live With

Stick to the Plan: Building Good Habits

The Big Picture: Your Financial Future

  • Money Mindset

  • Income & Expenses

  • Ways to Track your Spending

  • Methods of Budgeting

  • Budget Templates

  • Dealing with Debt

  • The Power of Habits

  • Temptation Triggers

  • Plan for Surprise Expenses

  • Saving & Investing

  • SMART Financial Goals

  • Vision for Financial Future


This series is being offered on a choose-your-own-price model so that it remains accessible to everyone, regardless of their current financial situation. CharP Financial Services believes in the importance of financial education and is committed to breaking down the pay-wall whenever possible.


This series is for anyone looking to take control of their financial situation. Whether you have no idea how much you spend per month or have a meticulous budget, you will find value in this course.


Disclaimer

Please read this disclaimer carefully before engaging with my services.

I am a financial coach, not a licensed financial advisor, investment advisor, certified public accountant (CPA), or attorney. The information, services, and coaching I provide are for educational and informational purposes only. I do not provide legal, tax, or investment advice.

My role is to guide and educate you on general financial principles, habits, and strategies (such as budgeting, debt repayment, and saving). I do not recommend or endorse any specific financial products, investments, or securities. You are solely responsible for your own financial decisions, actions, and outcomes.

You should always consult with a licensed professional, such as a financial advisor, tax professional, or attorney, for advice on your specific financial situation. Any examples or testimonials shared are not a guarantee of a specific outcome, as results vary widely based on individual effort, economic conditions, and personal circumstances.

By using my services, you acknowledge that you have read and agreed to this disclaimer and that you release me from any and all liability for your financial decisions.

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