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

• Spring Clean Your Finances – That rogue subscription? The auto-pay you meant to cancel? The investment account you haven’t looked at since 2022? Bring it. This is your moment to clean house, check in on your goals, and realign your money with the version of you you’re becoming—not the one just trying to survive Q2.

• Make a Plan for Big Life Shifts – Whether you’re plotting a career change, dreaming of a sabbatical, or just need to figure out what’s next, this is your time to bring the “maybe I should”s and turn them into a plan with real numbers.

• Prep for the Conversations You’ve Been Avoiding – Talking about money with family (or even planning summer trips with friends) can be a lot. Bring those half-written texts, draft budgets, or just the mess. Organize it with safe company, so you’re not spiraling later.

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