Funding Your "Why": A Values-Led Approach to Daily Finances
Most financial advice starts with budgets, spreadsheets, and restrictions. This workshop starts somewhere different—with your "Why."
Join financial coach Rochelle Coleman, AFC®, for an engaging and reflective workshop that will help you connect your everyday financial decisions to the life you truly want to live. Instead of focusing solely on numbers, you'll learn how to align your spending, saving, and financial goals with your personal values, priorities, and vision for the future.
Through guided exercises and practical strategies, participants will explore how to create a financial plan that supports what matters most—whether that's family, travel, homeownership, entrepreneurship, community impact, or peace of mind.
This workshop is perfect for anyone who wants to move beyond simply managing money and start using it as a tool to intentionally build the life they desire.
Topics Covered Include:
- Identifying your core values and personal financial "Why"
- Understanding how daily spending reflects (or conflicts with) your priorities
- Creating meaningful financial goals based on the life you want to live
- Aligning budgeting and saving strategies with your values
- Building intentional spending habits without guilt or deprivation
- Making financial decisions with confidence and clarity
- Developing a personalized roadmap for short-term and long-term goals
- Practical tools to help you stay focused on what matters most
Participants will also have the opportunity to complete a Financial Vision & Goal Setting Worksheet designed to help clarify their values, define their goals, and connect their finances to their larger life vision.
Presenter: Rochelle Coleman, Accredited Financial Counselor(AFC)®
About the Presenter
Rochelle Coleman, AFC® is the Founder of Second Stage Finance, where she specializes in helping professionals take control of their finances and align their money with their values and life goals. As an Accredited Financial Counselor®, Rochelle takes a practical and compassionate approach to financial wellness, helping clients move beyond financial stress and toward financial confidence.
Her philosophy is simple: money should support the life you want to live. Through coaching, education, and values-based financial planning, Rochelle empowers individuals to make intentional financial decisions that bring clarity, purpose, and peace of mind.
Please register in advance. You will receive a Reminder at 9 am on the day of the presentation with the ZOOM login link/info for the event. If you register on the day of, you will receive the login link/info at that time.