Fi*Destiny Workshops
A Lifestyle Roadmap to Financial Success
The Fi*Destiny program is built around four transformational workshops. Together, they guide you from financial basics to wealth building, personal roadmap development, and one-on-one coaching.
Step-by-Step Workshops
From financial basics to personal coaching — all in one program.
Values-First Strategy
Build lasting wealth through discipline, patience, and purpose.
Start Free, Grow Forward
Begin your journey with two free, info-packed workshops.
Workshop I: Introduction & Basics of Financial Literacy
Understand what financial success means to you.
Explore foundational values like discipline, commitment, and living within your means. Learn 20 key financial terms and gain an overview of personal finance essentials including budgeting, saving, credit, and goal setting.
Highlights:
Define your financial success
Learn 20 core financial terms
Understand the P-Fin Index (8 key knowledge areas)
Explore values and principles for success
Outcome: Build a mindset and vocabulary for lasting financial literacy.
Workshop II: Building Wealth Through Saving & Investing
Learn how everyday habits create long-term wealth.
Explore the basics of saving and investing, the role of homeownership, and how entrepreneurship or multiple income streams can support financial growth. Discover time-tested strategies used by self-made millionaires.
Highlights:
Saving & investing principles
Habits of financially successful people
Introduction to real estate & business ownership
Understanding risk, insurance, and long-term planning
Outcome: Start developing sustainable wealth-building habits.
Workshop III: Assessments & Roadmap Planning (Fee-Based)
Evaluate your readiness to commit to financial growth.
This workshop uses personal assessments and reflection tools to help you build a customized financial roadmap. Determine your discipline level, financial health, and future prospects—then map your next steps.
Highlights:
Financial health & readiness assessments
Personal commitment and coachability tools
Sample & personalized roadmap creation
Focus on values, habits, and long-term goals
Outcome: Walk away with a tailored plan to reach your financial goals.
Workshop IV: One-on-One Financial Coaching (Fee-Based)
Partner with a coach to turn your plan into action.
Work directly with a certified financial coach to stay accountable, refine your strategy, and celebrate progress. This workshop includes milestone reviews, lifestyle support, and real-world financial tools.
Highlights:
Personalized coaching sessions
Behavior change and mindset growth
Regular roadmap reviews and adjustments
Book recommendations and client profile building
Outcome: Achieve real progress with ongoing expert support.
Your Path, Your Pace
Whether you're just starting or ready to level up, Fi*Destiny meets you where you are—with structure, support, and a strategy tailored to your financial goals.