Loading Events

« All Events

  • This event has passed.

5 Stages To Your Financial Legacy: Financial Safety

March 30 @ 7:00 pm - 8:00 pm







The hardest part of dealing with money is figuring out where to start. We’re dealing with debt, taxes, the racial wealth divide, compound interest, and now the word ‘fungible.’ It’s overwhelming until you break down what you need, what you have, and what’s important to you.

We’re here to break down the Five Brunch & Budget financial stages to go from insecurity to legacy, share bite-size action steps, & start building wealth now.


This 5-part workshop series will go through each of the b&b Financial Stages one by one:

Workshop 1: Financial Safety – you’re living paycheck to paycheck

Workshop 2: Financial Stability – you’re able to handle emergencies without breaking the bank

Workshop 3: Financial Sustainability – your finances are leading towards long lasting wealth

Workshop 4: Financial Independence – your wealth allows you to live exactly how you want

Workshop 5: Financial Legacy – your wealth is going to last beyond your lifetime


The 5-part workshop series includes:

A quick breakdown of the Five Brunch & Budget Financial Stages

A quick breakdown of the Six Financial Actions within each stage – Earn, Spend, Save, Borrow, Invest, Protect

A way to assess your relationship with money and how to navigate the financial systems to your advantage

How to wrap your head around personal finances with bite-sized goals and clear action steps

Your Recipe for Wealth – a living worksheet for you to use throughout the 5-part series


NOTE: These workshops build on each other, but you can also join at any time and won’t feel lost


Don’t let this inequitable system break us down. Start building your financial legacy today!