The beginning of a new year is the perfect time to bring greater organization, clarity, and confidence to your financial life.

Many people know they should have their financial documents organized, account information consolidated, beneficiaries reviewed, and important records easily accessible—but finding a place to start can feel overwhelming.

This interactive workshop is designed to help you take the first step.

Together, we'll discuss the key areas every household should review, including account organization, beneficiary designations, estate planning documents, insurance information, retirement accounts, tax records, and important contacts. Participants will receive practical tools, worksheets, and checklists that can be used long after the event ends.

The goal isn't perfection—it's progress. You'll leave with a clearer understanding of where you stand today, what gaps may exist, and a practical action plan for creating greater financial organization and peace of mind throughout the year.