If you’re ready to take off with your finances but just don’t know where to start, join us for a re-alignment and stay out of the break-down lane!

If you are

• Tired of generic financial advice that doesn’t work with your values
• Unsure if you’re using your positive cash flow effectively
• Confused about how to tackle today’s financial needs while still preparing for the future
• Frustrated that your strategy and goals are out of balance
• Isolated on your financial journey

…then this class is for you!

In this two-hour, interactive class, we’ll give you the knowledge to chart your money journey and explain the dashboard of financial tools you’ll need to keep yourself on track for the long haul.

• Energy from a community of growth-minded participants
• Clarity around your short- and long-term life goals
• Activities to help you plot the best course to reach your goals
• Frameworks to help you measure and track your individual progress
• Confidence that comes from mastering key tools to fuel your financial journey

CFP® Certificant, Vaishali Shah, brought 20 years of teaching and financial planning expertise to Copper Seed when she founded the company in 2020 with a mission to simplify money for women through financial education and coaching. She holds a BA in Biology from the University of Virginia, a Master of Teaching degree from Virginia Commonwealth University, and an MBA from Wake Forest University. She teaches finance at the Martha and Spencer Love School of Business at Elon University.

 

 

What students say about Vaishali: