Holiday Spending Style Quiz

🎄✨ What's your holiday style?

🎅 Splurge Season or 🎄 Stick to the List?

Description:The holiday season is full of joy, but it can also come with some spending challenges. Whether you're a festive spender or prefer to keep things low-key, this fun quiz helps you discover your unique holiday spending style. Get personalized insights and practical tips to enjoy the season while keeping your financial goals on track.

What You Get: Personalized insights l Fun and engaging

Cost: FREE

GET STARTED HERE

Elevate Your Finances Quiz

Description:

Most of us didn’t learn money management in school. Can online tools bridge that gap? Share your thoughts in 90 seconds and uncover an innovative framework to assess your financial needs, with actionable ideas to boost your financial well-being—straight to your inbox.

What You Get: Personalized insights l Time: 90 seconds

Cost: FREE

Want More In Depth Support?

Choose the service that best suits your needs and pay securely with VISA or MasterCard. You contribute only to tech tools and resources. For online banking in Trinidad and Tobago, use Republic Bank’s End Cash App (supported by RBL, RBC, JMMB, FCB, and Scotia).

DIY Financial Sentiment Assessment (FSA)

Description:

Curious about your relationship with money? Answer 8 simple questions and get personalized tips to improve your financial habits, delivered straight to your inbox.

What You Get: Tailored insights

Cost:

  • $70 TTD / $10 USD Limited Time Offer

(Regular Price - $490TTD/70 USD)

Goal Alignment Check

Description: This quick check will give you a snapshot of how aligned your goals are with your resources and highlight areas that may need attention to keep you on track. Receive insights into goal clarity, financial alignment, actionability, consistency, and flexibility.

What You Get:

Personalized insights on your financial goal alignment instantly delivered to your mailbox

Cost: $210 TTD or 30 USD

(Regular Price - $315TTD/45USD)

Kickstart 2025: Vision, Action, Money!

Description:Start 2025 strong with workshops focused on financial health and action planning. Refine your vision and create a clear roadmap to achieve your financial goals.

What You Get:Clarity on your life objectives and the resources needed.

What’s Included:

  • Two Core Sessions: Vision Boarding: Define your goals. Action Planning: Strategize how to achieve them. Financial Resource Management: Tips and tools.

  • Two Follow-Up One on One Sessions: Stay on track and refine your plan.

  • Check-ins until May 2025: Ongoing support.

Cost:

  • Option 1: $490 TTD / $70 USD upfront + $490 TTD / $70 USD x 2 months

  • Option 2: $490 TTD / $70 USD upfront + $350 TTD / $50 USD x 4 months

  • Option 3: One-Time Payment - $1,050 TTD / $150 USD (Best Value)

Kickoff Schedule: Starts December 2024, with cycles running through March 2025.

3 STEP ACCELERATOR

Description: Assess your financial health, understand your numbers, and optimize them in three key modules. Use tools like Money Emotion Score Assessment, Goal Alignment Checker, and Optimization Insight Checker, with other templates and worksheets.

What You Get: Clarity, confidence, a custom plan, and actionable tools

Duration: Self-paced with 90 days of support

Cost:

  • Option 1: $2100 TTD / $300 USD one-time payment (Best Value)

  • Option 2: $1050 TTD / $150 USD x 2 mnths, plus $350 TTD / $50 USD x 1 mnth

  • Option 3: $595 TTD / $85 USD upfront + $85 USD x 5 mnths

(Regular Price: $550 USD - Special Offer now on)

Online Mini Courses: Building Financial Confidence

Description: Elevate your finances with easy-to-follow, 15-minute online lessons. Each session offers actionable strategies to reduce stress, boost confidence, and improve your financial health, all at your own pace.

What You Get: Clarity, confidence, and less stress

Duration: 3 Self-Paced Sessions

Cost:

  • $245 TTD / $35 USD per course Limited Time Offer

(Regular Price - $490 TTD / $70 USD)