Money Matters Series: Where Smart Money Moves Matter
Â
Master Your Finances for a Future That Flourishes
Join us for “Money Matters,” an informal and engaging monthly class designed to empower entrepreneurs and small business owners with the financial knowledge and skills necessary to thrive. This series focuses on fostering a growth mindset and enhancing your personal and business financial skills. Covering topics such as money mindset, budgeting, bootstrapping, credit reports, and bookkeeping, this class provides practical strategies for informed financial decision-making. Whether you're starting a new venture or looking to improve your existing practices, connect with like-minded individuals, share experiences, and develop a supportive community dedicated to achieving financial success.Â
Series Details
-
When:Â 2nd Monday of Each Month, 11:30 AM - 12:30 PM
-
Where: ZoomÂ
-
What: A monthly series designed to provide entrepreneurs and small business owners with the foundational financial knowledge and skills essential for building and sustaining a successful business. Come to one or come to all.
-
Cost: Free for the first session. Click here for the Client Application to attend the second session at no cost. Becoming a client is free and helps us keep our services accessible to all.
You also have access as a client to one-to-one consulting with our expert consultant Tola, and our other experts.
 Session Dates
-
2/10 at 11:30 AM – Money Mindset: “Unpacking Your Money Baggage”
-
3/10 at 11:30 AM – Savvy Spending: “The Joy of Budgeting”
-
4/14 at 11:30 AM – Bootstrapping Your Business or Personal Goals: “Crafting Success with Limited Resources”
-
5/12 at 11:30 AM Credit Clarity: “Decoding Your Report”
-
6/9 at 11:30 AM Simple Steps to Smart Bookkeeping
-
7/14 at 11:30 AM Celebrate Wins, Swap Tips, and Strategize for Next Steps
Â
What to Expect:
Session 1: Money Mindset – “Unpacking Your Money Baggage”
Date: February 10, 2025
Title: Money Mindset – Understanding Your Financial Beliefs
Explore how your money mindset influences your financial decisions. Uncover common myths, examine your personal history with money, and learn to shift negative thoughts into empowering affirmations.
Key Takeaways:
- Identify and challenge limiting beliefs about money
- Understand the influence of family history on your financial mindset
- Develop positive affirmations to create a healthier relationship with money
What to Expect: Build foundational knowledge to foster a growth-oriented money mindset essential for all business owners.
Session 2: Savvy Spending – “The Joy of Budgeting”
Date: March 10, 2025
Title: Savvy Spending – Mastering Budgeting Skills
Learn to manage your finances effectively by creating a clear and actionable budget. Participate in fun challenges to enhance your awareness of spending habits and savings opportunities.
Key Takeaways:
- Differentiate between essential needs and discretionary wants
- Spot and address financial “black holes”
- Use practical tools like the Change Takes Focus Worksheet to plan your budget
What to Expect: Gain budgeting confidence and techniques that empower smarter spending decisions.
Session 3: Bootstrapping Your Business or Personal Goals – “Crafting Success with Limited Resources”
Date: April 14, 2025
Title: Bootstrapping – Strategies for Resourceful Success
Discover innovative ways to achieve your business or personal goals with minimal resources.
Key Takeaways:
- Creative solutions for financial limitations
- Prioritizing investments for growth
- Practical steps for achieving success with limited budgets
What to Expect: Unlock the power of resourceful thinking to grow your business sustainably.
Session 4: Credit Clarity – “Decoding Your Report”
Date: May 12, 2025
Title: Credit Clarity – Mastering Credit Reports and Debt Management
Dive into the essentials of credit reports and learn how to assess and improve your credit health.
Key Takeaways:
- Understand how to read and interpret credit reports
- Use the My Debt Research Worksheet to evaluate debt and create a plan
- Gain strategies to improve creditworthiness
What to Expect: Build a strong credit foundation to support your financial and business goals.
Session 5: Simple Steps to Smart Bookkeeping
Date: June 9, 2025
Title: Bookkeeping Basics – Essential Skills for Entrepreneurs
Led by experienced advisors, this session will introduce the fundamentals of bookkeeping to help manage your finances efficiently.
Key Takeaways:
- Organizing financial records
- Tracking income and expenses
- Simplifying financial management
What to Expect: Empower your business with the knowledge to maintain accurate and effective financial records.
Session 6: Celebrate Wins, Swap Tips, and Strategize for Next Steps
Date: July 14, 2025
Title: Celebrate Success – Reflect, Share, and Plan Ahead
Reflect on your financial journey, exchange strategies with peers, and identify actionable next steps for continued success.
Key Takeaways:
- Share personal successes and challenges
- Gain tips from fellow participants
- Create a strategy for ongoing financial improvement
What to Expect: Connect with like-minded entrepreneurs and reinforce the skills gained throughout the series.
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
Register Today!Meet Your Facilitator
Tola Levison:
WBC Business Development-Startup, Asset Building Specialist, Certified CBA Trainer Â
Tola currently assists people who have a dream of business ownership and/or are taking steps to start the business of their dreams. She developed and managed welfare-to-work programs utilizing self-employment as a welfare-to-work strategy. Her innovative approaches to outreach and retention have received the recognition of the FIELD/Aspen Institute, the MS Foundation, and CFESS (Californians for Economic Self-Sufficiency). Ms. Levison has served as a resource person for CAMEO (California Association for Microenterprise Opportunity).
Â
