Workshops
Ready-to-present financial wellness workshops — delivered by our coaches to your team, company, or organization. Each session is engaging, practical, and results-driven.
Pre-Built Workshops
Ready-to-present sessions — virtual or in-person. Starting at $300.
Making Sense Of... My Budget
BudgetingBuild a personalized budget that actually works — practical tools to track spending and plan with purpose.
Making Sense Of... My Money
FoundationsUnderstand your relationship with money and build habits that lead to long-term financial wellness.
"Risk comes from not knowing what you're doing." — Warren Buffett
Making Sense Of... My Investments
InvestingLearn the fundamentals of investing — from stocks to index funds — in plain, accessible language.
"Be fearful when others are greedy, and greedy when others are fearful." — Warren Buffett
Making Sense Of... Mastering My Money
AdvancedAn advanced deep-dive into mastering personal finances, building wealth, and staying on track.
Making Sense Of... My Major Purchases
PlanningNavigate big financial decisions — cars, homes, education — with confidence and a clear strategy.
"No one cares about your money like you do."
Making Sense Of... My Goals
Goal SettingTurn financial dreams into SMART goals with actionable steps and accountability checkpoints.
Making Sense Of... My Finances as an Entrepreneur
EntrepreneurshipKey strategies and tips for managing business and personal finances as a business owner.
Making Sense Of... My Realty Career
Real EstateFinancial coaching tailored for real estate professionals — income management, taxes, and growth.
"Make a customer, not a sale." — Katherine Barchetti
The Secret to Getting Rich
Wealth Building for KidsThe power of starting early — compound interest, long-term thinking, and why your future self starts TODAY. Designed for middle and high schoolers.
Finanzas Con Sentido... Presupuestos Con Propósito
En Español 🇪🇸Taller en español: cómo crear un presupuesto con propósito y tomar control de tus finanzas personales.
More Workshops On the Way
These new workshops are in development — stay tuned!
Helping My Kids To... Make Sense of Money
Kids & FamilyTeach children foundational money skills — saving, spending wisely, and building healthy financial habits from an early age.
Making Sense Of... My Healthcare
HealthcareNavigate health insurance, medical costs, and benefits with confidence — understand your options and make informed decisions.
Custom Workshops
Need something built around your company's specific goals, culture, or industry? We design custom financial wellness workshops from scratch — tailored to your team, your challenges, and your outcomes.
- ✓ Built around your team's needs
- ✓ Your branding & messaging
- ✓ Any topic or format
- ✓ Quoted per engagement
What's Included
- ✓Pre-built, professionally designed curriculum
- ✓Interactive exercises and workbooks
- ✓Small group facilitation by experienced financial coaches
- ✓Action plans for each participant
- ✓Follow-up accountability check-in
- ✓Virtual or in-person delivery
How It Works
- 1Pick a workshop — Choose from our catalog or let us recommend one for your audience
- 2Book & confirm — We schedule the session and handle all prep work
- 3We deliver — Engaging, hands-on session — virtual or in-person at your location
- 4Follow-up — Accountability check-in to reinforce learning outcomes
What Attendees Say
“Their approach is not just about finances…it's about understanding your relationship with money and how your personal history shapes it.”
— Ashraf Farassati
CEO of Travel Through Trauma
“My husband and I took their class 'make sense of your investments' through the Chattery and were very pleased… Highly recommend working with these two or attending a future class. Well worth your time.”
— Chattery Attendee
The Chattery
“Financial presentations can be dry and hard to follow, not with Medora and Val! They made the content easy to understand and the class engaging!”
— LAUNCH Workshop Attendee
LAUNCH
Ready to Book?
Each workshop is $300 and ready to deliver. Contact us to schedule a session for your team.