What to Expect:

July 11th – Money Mindset
Start here. Shift limiting beliefs and build confidence with money—personally and professionally.

explore how your thoughts, beliefs, and emotions around money can shape your financial future—and how to start shifting them.

What You’ll Learn Today:

• Why mindset matters more than math when building wealth
• Common limiting beliefs about money—and how to challenge them
• The connection between self-worth and net worth
• How to develop new money habits with confidence
• Easy mindset shifts that support smarter personal and business decisions
• Resources and support available through the WBC

This class is for you if:

• You’re thinking about starting a small business and want to feel more financially prepared
• You’ve struggled with budgeting, saving, or charging your worth

You want to feel more confident making financial decisions in business and life

August 11th– Sink or Save: Creating an Emergency Fund
Learn simple strategies to prepare for the unexpected—without the overwhelm.

An emergency fund gives you peace of mind—and protects you from setbacks. In this session, we’ll show you how to build one, even on a tight budget. Start small, stay consistent, and gain confidence in your finances.

What You’ll Learn Today:

• What an emergency fund is and why it matters
  • How much to save—and how to start with just $5
  • Best places to keep your emergency savings
  • Motivation tips to stay on track
  • The difference between rainy-day funds and big-goal savings
  • Free support available from the WBC at JEDI

This class is for you if:
• You want to stop relying on credit cards for surprise expenses
• You’re tired of financial stress and want a backup plan
• You’re getting ready to grow as a business owner

September 8th– Cash Flow Isn’t Just for Business
Learn to manage the ins and outs of your personal income and expenses like a pro.

If your income or bills vary each month, you're not alone. This session teaches you how to manage “cash flow” in your personal life—so you’re not caught off guard when money comes in late or bills hit all at once.

What You’ll Learn Today:

• How to track your personal inflow and outflow
  • Why timing matters—even if the money is there
  • Tools for organizing bills and income streams
  • Tips for gig workers, contractors, and seasonal earners
  • Why this skill matters for future business owners
  • How to get free 1:1 support from the WBC at JEDI

This class is for you if:
• Your income or expenses change month to month
• You’ve had trouble keeping up, even when you earn enough
• You’re planning to freelance or start a small business

October 13th – Credit Confidence
Understand your credit, boost your score, and use it to unlock future opportunities.

Credit doesn’t have to be scary! Whether you’re building, fixing, or protecting your score, this session gives you the tools to take charge. No shame—just real info and simple action steps to move forward.

What You’ll Learn Today:

• How credit scores are calculated (and what affects them)
  • Common myths and mistakes
  • How to check your report for free and what to look for
  • How to start rebuilding, one step at a time
  • The role credit plays in personal and business life
  • How to get 1:1 support from the WBC at JEDI

This class is for you if:
• You’ve been avoiding your credit report
• You want to improve your score but don’t know where to start
• You’re thinking about borrowing for business or housing in the future

November 10th– Your Future Will Thank You
Start saving for retirement, major purchases, or big dreams—even with a small income.

Even small steps today can lead to big rewards tomorrow. This class introduces easy ways to start saving for retirement, major purchases, or long-term dreams—no matter where you’re starting from.

What You’ll Learn Today:

• Why saving early—even a little—makes a big difference
  • Basic overview of Roth IRA, 401(k), and high-yield savings
  • How to save when you’re self-employed
  • How to set and prioritize long-term goals
  • How future planning helps prepare you for entrepreneurship
  • Free support options from the WBC at JEDI

This class is for you if:
• You’ve never started saving for retirement
• You’re a small business owner and unsure where to begin
• You want to build financial security for the future

🟪 December 8th– Money & Relationships
Practical tips for talking about money with partners, kids, roommates, and loved ones.

Money conversations with partners, kids, or roommates can be tricky—but avoiding them leads to conflict. This session offers simple strategies for talking about finances with the people in your life.

What You’ll Learn Today:

• Common money conflicts and how to avoid them
  • How to create shared goals and agreements
  • What to do when one person is more financially savvy
  • Budgeting as a couple, co-parent, or household
  • Why clear communication helps your business too
  • How to get 1:1 support from the WBC at JEDI

This class is for you if:
• You share financial responsibilities with someone else
• You avoid money talks or feel misunderstood
• You’re preparing to launch a business and want support at home

What to Expect from the Series:

Foundational Knowledge: Build essential financial skills that every entrepreneur needs to thrive.
Interactive Learning: Engage in practical activities and discussions that foster growth and understanding.
Community Support: Share experiences, tips, and resources with a supportive network of peers.
Empowered Decision-Making: Gain actionable tools and strategies to make informed financial choices for personal and business success.

Want Personalized Support?

Interested in addressing your financial goals with individualized guidance? Become a client at no cost and schedule a one-on-one session with our experienced advisors. Whether you’re tackling budgeting, credit repair, or bookkeeping, we’re here to support your journey.

Click here to apply and get started: Client Application