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Workshop 1

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the Play

How to set financial goals and make a plan to reach them.

A live, guided workshop where you turn vague money thoughts into goals and a real plan, in a small group, not a browser tab of one.

WhenFri, Dec 4 · 9:00 AM
WhereLong Beach, CA
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Limited seats · All levels welcome

Your money plan, worked out in good company.

We help working professionals turn vague money goals into a specific plan, alongside others who show up to make moves.Turn vague money goals into a specific plan, alongside others who show up.

Small on purpose

Limited seats, for a focused, hands-on room.

Structured, not vague

Each workshop builds a real tool.

Accountable by design

Everyone works on their goals in the room, together.

Three workshops. One plan.

Start with Workshop 1. Each workshop builds on the last.

Next workshop · Reservations open

Call the Play

Workshop 1: Goal-setting

Turn "I should probably save more" into specific, dated goals, guided and in good company.

DateFriday, Dec 4
Time9:00 – 10:30 AM
LocationLong Beach, CA
Group sizeLimited seats
  • Small cohortGet it done alongside others.
  • Live, guided facilitationLed and facilitated by a certified financial advisor.
  • Take-home personalized planLeave with it on paper and in a digital format.

All levels welcome.

Reserve a seat · $129

Venue details are sent to registered attendees.

No refunds for no-shows.

In 90 minutes, we'll get practical

  • Name it. Capture the goals on your mind, from saving to investing.
  • Map it. Set goals for the next 1 to 3 years, each with a number and a date.
  • Refine it. Sharpen your goals by gaining a deeper understanding behind each why.
  • Write it. Finish with a clear goal statement.
You leave with
  • A personalized Financial Goal Canvas in a digital format
  • A clear, written goal statement
  • Accountability from your cohort

The full Playbook

Workshop 1 stands on its own. Workshops 2 and 3 are where the plan gets built and funded.

Call the Play

Workshop 1: Goal-setting

Turn vague goals into three specific, dated ones, working alongside your cohort.

You leave with: a personalized Financial Goal Canvas: your plan, your insights, your next move.

Fri, Dec 4 · 9:00 AM · Long Beach
Reserve a seat

Run the System

Workshop 2: Cash flow

Build the cash-flow system that actually funds your goals, tested against your real numbers.

You leave with: a Cash Flow Blueprint and an Automation Checklist.

The Long Game

Workshop 3: Investing

Become a smarter, more confident investor by matching each goal's timeline to the right approach.

You leave with: a Personal Investing Plan and a Protection Checklist.

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If your salary doubled tomorrow, where would the extra go?

Your lifestyle couldn't visibly change for a year. Pick the goal closest to yours, or write in your own.

Choose one goal

Contact

Questions about a workshop or an event? Email us at hello@thehuddlespace.com.