Financial Mobility

This 4-week course is designed to help individuals in any financial situation gain knowledge and empowerment about their financial future.

What to Expect

09/19

WEEK ONE
Introduction to the course.
Estabilsh the pieces of your financial foundation, including setting up a brokerage account with Fidelity.
09/25

WEEK TWO
Saving / Investing
Savings is a vehicle; not the goal. We will focus on how savings fits into your overall financial system.
Investing is the most exciting and empowering piece of the 5 SIDES. We will give you the confidence you need to navigate this yourself.
10/02

WEEK THREE
Debt
Paying down debt increases your equity, but don't make the mistake of paying off debt at the cost of giving up other financial goals. How do you decide what to do and when?
10/09

WEEK FOUR
Earning and Spending
Earning is the engine to the the 5 SIDES. How do you navigate the balance of choosing your career goals as it relates to financial goals?
Being clear on the 5 SIDES gives you the freedom to spend intentionally. We wrap up the course by creating your personal Balance Sheet
BONUS

Once the coursel is over, schedule a private consultation with Shawna to review questions and get even more personalized advice!

"This program helped me put into motion all the financial goals I've had for my family for years. I left feeling confident and in control of so many things that I always wanted to be in control of, but wasn't sure what the steps were to getting there. I finally feel like I have a financial path in place that I can work towards at my own pace and have confidence to slow it down or accelerate it when I choose. I came for knowledge, and left with freedom. "

Leslie Songer
Completing Shawna's course is the best thing I have ever done to take control of my finances. I learned so much and couldn't wait to put her recommendations into practice—it was informative, straightforward, and easy to put into action thanks to the way Shawna taught the information. Since completing her course I have gone back and reviewed everything for a second time because the information was so valuable. I highly recommend this course to anyone seeking true financial freedom.

Brooke Eliason

✺ Frequently asked questions ✺

All classes are recorded and available on demand, along with resources and Q+A forums.
The course material is designed to generally help anyone who is interested in personal finance, but time is reserved for Q+A during each class session.
I offer discounts for 1:1 coaching to those who have completed a course. Email me for details!

Yes! You will have lifetime access to the class recordings and all course materials.
Next group coaching cohort will begin fall 2024
I offer discounts for employers who want to sponsor their teams or employees in taking this course. Contact me for details!