Workshop Programme

Stage One – Exclusive Group Workshop

Experience the energy of “If money came to tea”, “My Money Memories” and many more fun and highly informative exercises in our group workshop.

Dr George Callaghan will share his engaging views on the economic and social context of money. Alongside your peers, you will be introduced to a comprehensive range of money management tools. The workshop also includes exercises and coaching tools that encourage you to explore your emotional responses to money.

Each group workshop runs 9:30am to 4:00pm, with lunch provided and at an Edinburgh city centre venue.

Stage Two – Tailored Webinar Series

Following on from your workshop day, we tailor a series of three webinars each focusing on your group’s key areas of interest e.g. we might delve more deeply into the technicalities of mortgages, tax, investing. Or, we might further explore how money emotions can shape and influence financial choices.

You can choose to participate in any or all of the webinars.

Stage Three – One-to-one Coaching

Stage three is one-to-one coaching. At this point the focus is looking more closely at your personal finances, what drives your money decisions and how to achieve your money goals. We arrange for the one-to-one coaching sessions to be in person or online, whichever is best for you.

Your programme includes three one-hour sessions, usually scheduled at 3 or 4 week intervals, whichever feels right for you.

Our two stage Webinar Programme which includes a tailored webinar series, and one-to-one coaching.