Explore our Learning Tracks

Discover the right path for your financial wellness journey with Thrive Wisely. Whether you’re just beginning that first job and don’t have any idea how to make your money work for you, or you are stuck and ready for a transformational experience, we offer three unique programs to meet you where you are — and help you grow.

Small plant growing from a glass jar filled with various coins, symbolizing financial growth or investment.

Financial Wellbeing— Foundation

2 hour On-Line Seminar

Your Money, Your Wellbeing

Live Course + Financial Glossary PDF

Start here with our free 2-hour online seminar. You’ll explore the foundations of financial literacy and connection to the emotional and mental side of money. Walk away with tools to start improving your financial life today.

Learn:

  • How money affects mental and emotional health

  • The basics of intentional budgeting

  • Purpose-driven spending tips

  • Your personal “Money Story” reflection and healing

Bonus: Participants receive Quickstart Financial Primer and a special invite to our 4-week course.

Laptop on wooden desk next to a cup of coffee and rolled newspaper, near a window.

Breaking Barriers— Grow

4 Week On-Line Course

Financial Clarity Online Course
Live Course + Workbook + Coaching

Build sustainable financial habits in a supportive online environment.Take your learning deeper in this four-week live online experience. Each week includes interactive modules, group discussions, and guided workbook exercises — plus the support of 1:1 financial wellness coaching.

What to Expect:

  • Weekly 90-minute live Zoom sessions

  • Downloadable workbook: Make Money Make Sense

  • Free Access to budgeting tools & worksheets

  • Q&A and 1:1 coaching access

  • Private discussion group and accountability

  • Hacks to recirculate your dollars back to you!

Course Themes by Week:

  1. Dream Big – Defining Vision + Values

  2. The Money Math – Real-life Budgeting

  3. Cash Flow Basics – Inflows vs. Outflows

  4. Making Money Work – Building Net Worth

Bonus: Access to Digital Library and invitation to 7 week course, On-Line Resources and app & Certificate of Completion

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Holistic Wellbeing— Thrive Wisely

7 Week In-Person Transformation

Thrive Wisely: The Lifestyle Plan to Purpose, Power & Prosperity.

This powerful, in-person workshop is for individuals ready to change their financial lifestyle from the inside out. Combining holistic principles with hands-on financial education, this is our most comprehensive program — rooted in empowerment, mindset, and measurable change. Participants build real plans to elevate their lifestyle and wealth.

Program Highlights:

  • 7 weekly in-person sessions (90 minutes)

  • Thrive Wisely printed workbook.

  • Life goal alignment + practical money skills

  • Hands-on financial budgeting & goal setting

  • Life Plan presentations and Awards

Explore & Learn:

  • Real cost of living vs. income

  • Credit, savings, debt recovery

  • Investing, assets, and community wealth

  • Glossary of financial terms + job onboarding

  • Access to software and real-time budget tools

Bonus: Financial literacy sponsored resource gifts + app tool subscriptions for 12 months, & Certificate of Completion.

Questions? Contact us.

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