This session will focus on the day-to-day actions for successful money management. We will review and dive deeper into how budgets and cash flows are the cornerstones of money management success. We will also discuss how to use budgets and cash flows to determine when you are ready to move past foundations and into other financial goals.
This workshop will be led by rita zhang (she/her/hers), a financial empowerment educator, facilitator, and coach. She brings 14+ years of social justice experience from movement-building, direct service, and education spaces to her financial work. rita is a certified Financial Fitness Coach® and serves as a bilingual (English & Cantonese) financial coach with Sage Financial Solutions. rita uniquely interweaves the personal, emotional, and political aspects of money. While supporting people to reach their financial goals, she offers critical education to unpack the harmful effects of racism, capitalism, and classism.