Stay accountable to your to-do list. Our facilitators help you organize your goals and find support on first-gen financial decisions like…

• Overcoming Decision Paralysis: Breaking down big financial goals into manageable steps, like setting up a retirement account or paying down debt.

• ​Guilt-Free Giving: If giving is a form of self-care for you, donate to a cause or mutual aid fund that resonates deeply. And do it before December 31 to claim deductions.

• ​Drafting Scripts for Financial Boundaries: Role-playing conversations with loved ones who expect financial support.

• ​Treating Yourself: Indulge in dedicated time to invest in one thing you’ve been eyeing all year—a well-deserved spa day, a new circular saw, or that pottery class series.

• ​Optimizing Parental Leave Plans: Mapping out time off for caregiving responsibilities and squeezing in some self-care time.

Stay the full session or pop in for just as long as you need—it's all about making headway in good company.