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Topics

Personal Finance 101: 5 Principles to Follow

Feel confident in your personal finances. Make sure you have all the right financial accounts and learn how to manage them. Learn everything you need to know to file your taxes, save for retirement, apply for and use credit, manage your student loans, track spending, and prioritize what to do with your money. Build financial momentum with a solid foundation starting now, and set yourself up for financial success in the future. Start out your career (and life!) financially strong! #youareyourCFO

You Are Your CFO: Cash Flow Priorities and Getting Started

Become your own CFO. Find out why your bank balance is nothing to be afraid of, what your financial strategy should look like, and how to make the most of your income. Discover the principles behind decisions like how to balance paying down debt with saving for the future, how to save for retirement, and how to organize your accounts.

Investing 101: Make Your $$ Work For You

What does investing mean? Why invest at all? How do you know if you’re ready to start investing? Learn how to get started investing, what to look for when deciding how to invest, and what ongoing investment monitoring you should be doing. Understand the fundamentals of asset allocation, diversification, and dollar cost averaging, as well as rebalancing, tax-loss harvesting, and making the most of market losses.

Company Stock Compensation: Find the approach that makes sense for you

ISOs, NSOs, RSUs, ESPPs. Not sure what to make of all these acronyms? Find out what they all mean and the guidelines and rules around each one. Learn principles and strategies to best make use of the ones that apply to you!

Life is Happening: Buying a House

Let's talk about how to financially plan for buying a house — often a big life goal! What should you think about financially as you prepare to buy a house? Learn the different financial considerations surrounding these two life events - how much house to consider buying, the costs involved you should plan for, and what you can expect the general process to look like.

Life is Happening: Money & Couples

Let's talk about how to financially plan for getting married (or not!) — often a big life event! What should you think about financially as you prepare to get married? Learn the different financial considerations surrounding this life event - how to get on the same page with your partner about money, how to plan for potential wedding costs, and how to consider merging (or not!) finances during/after getting married.

Custom presentation

Sarah is happy to discuss a custom talk to fit the needs of your group!