BUDGETING WORKSHOP

Due to sheer demand, we're delighted to have designed an interactive workshop to help your employees and leadership teams understand the importance of budgeting with our live demonstration.

They can then feel empowered to put one in place and start taking control of their money.

Scroll down for more information about our interactive workshop and other resources and request a call back to explore ideas.

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What Does This Workshop Cover?

  • The importance of budgeting
  • What's stopping us from taking action
  • What are the basic options
  • Complimentary budgeting tools shared prior to the workshop
  • What do we need to consider
  • Live Demonstration
  • How to categorise and analyse your spending
  • How to start saving money
  • The 50/30/20 Rule
  • Emotional Spending & Spending Habits
  • Challenges around Neurodiversity  
  • Resources & Further Support
  • Live Q&A

What Do People Say?

​“Don't wait until tomorrow to sort out your financial wellbeing. The session was very informative, it was perfect."
"I found it really helpful. I made a note of the 50/30/20 rule and I’m definitely going to try and implement that!  I would be really keen to have a 1-1 session."

Meet The Speakers
Justine Piercy

Justine joined the FinWELL Team to help employees improve financial wellbeing especially budgeting and basic money management. 

​Justine has over 30 years experience in financial services and now as a wellbeing consultant, works with a number of high-profile institutions including The Money Charity.
Lucy Wallington

Lucy brings over 30 years experience as a HR & people lead working with the likes of Gap & Apple.

With a keen interest in money management, Lucy has transitioned into helping people with their budgeting and money management so that they can move towards what they really want in life.

ADDITIONAL RESOURCES
​​​FinWell offers financial wellbeing services through education, guidance and support.

No information or content shared on our website or in any workshop or personal 1-2-1 session should be taken as financial advice.

We can signpost to further resources and partnering organisations who offer professional advice or you can seek advice through other authorised and regulated companies and individuals.
FINWELL TRAINING LTD
COMPANY NUMBER: 14126502
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