LET'S CLIMB 

WEEK 1

Money Mindset

(LIVE)

Money Mindset Workshop w/Financial Goal Setting (In person)

Money Mindset Evaluation

WEEK 2

Gearing Up

(LIVE OR VIRTUAL)

Create Your Financial Plan

Financial Basics Virtual Session

Individual Budgeting Sessions Begin

WEEK 3

Staying the Course

 (LIVE OR VIRTUAL)

Group “In Cut” Call

Goal Setting Virtual Session

Individual Budgeting Session

 

 

WEEK 4

The Climb

(LIVE or VIRTUAL)

Financial Planning Virtual Session

Individual Investment Strategy Meetings Begin

 

WEEK 5

The PEAK

(LIVE OR VIRTUAL)

Investment Virtual Session

Investment Strategy Meetings Continued

 

WEEK 6

Scaling Down

(LIVE)

Closing Club Graduation & Rock Climb Celebration