What is your  money temperament? 

Organized Gold

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Inquiring Green

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Authentic Blue

Resourceful Orange

 

Step 1: Discovering Your Money Personality 

 

Personality Dimensions®

Temperament theory focuses on human behavior, and tells us the “why” behind our behaviors, motives and sources of stress.  It helps to explain our core needs and values, and the talents we are more likely drawn to develop.

We use Personality Dimensions®, the next evolution in presenting temperament theory.  This tool helps individuals to better understand their strengths and unique character traits that make them who they are. 

Therefore, what makes us “tick”?  Combining this principal with finance, to show people who they are with money, creates a dynamic formula for successful wealth creation and life long wealth management.


Step 2: Building The Bank

 

Financial Basics

Learn the Financial basics and common attitudes around money, saving, debt and credit.

Workshop Topics Include:

 

Money Mindset!

How to develop the right money management habits.

Basic banking and the fundamentals of   Debt vs. Credit  

Basic banking and the fundamentals of   Debt vs. Credit  

 
 
How to save and develop a structured budget.

How to save and develop a structured budget.

Successful strategies for managing debt and implementing your financial plan.

Successful strategies for managing debt and implementing your financial plan.

 

This course can be executed over one to two days, and will include individual as well as group activities


Step 3: Discovering Your Investment Style 

 

Investment Basics

This workshop teaches individuals the fundamentals of investing and how to build a working portfolio. It has been designed to dig a little deeper and go beyond basic money management strategies, and has incorporated interactive games and activities to make the tutorial topics specific our audiences.

Workshop Topics Include:

 
Getting Started.  Who should be on your Financial Wealth Building Team!

Getting Started. 

Who should be on your Financial Wealth Building Team!

 
The Fundamentals of Investing;  A simplified approach and the advantages of Portfolio Diversification and Estate Planning.

The Fundamentals of Investing; 

A simplified approach and the advantages of Portfolio Diversification and Estate Planning.

Overcoming common fears and what to look for in a good Investment Advisor

Overcoming common fears and what to look for in a good Investment Advisor

Developing your Investment Plan and defining your goals. Different types of Investment Accounts and their functions.

Developing your Investment Plan and defining your goals.

Different types of Investment Accounts and their functions.

Understanding the Market and what it means to Invest Your Money

Understanding the Market and what it means to Invest Your Money


PEAK's Network

 

We keep the support going.  Once you’ve completed a workshop, you can receive ongoing guidance from our strategic partners in the PEAK Network, made up of individuals from various industries and professional disciplines such as legal, business coaching, accounting or branding to name a few.

 

Our Partners

 
 
 
 
 

 

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