Building Savings & Wealth

Saving and building wealth are two different activities. Saving is the habit. Wealth is what happens when that habit meets time, consistency, and a strategy that accounts for inflation. Money sitting still doesn't stay still — it loses purchasing power every year it isn't working.

This workshop covers the mindset shift first, then the math behind it.

Goal Setting Worksheet

Financial goals are generally built around two variables: the amount you need and the time you have to get there. People at different ages have very different goals and very different time frames — which is why a plan borrowed from someone else rarely fits.

In the workshop you'll complete a goal setting worksheet sorted into three horizons:

• Less than 1 year — near-term needs and short-cycle goals

• 1–5 years — mid-range targets that need structure but not decades

• 5+ years — long-horizon goals where time does the heavy lifting

Sorting goals by time frame is what makes the rest of the plan possible. Strategy follows the horizon.

Who This Is For

Anyone with goals they've never put a number or a date on. Especially useful for people who are saving consistently but aren't sure whether they're saving enough, or saving in the right place.

Come with your goals in your head. Leave with them on paper, sorted, and priced.