Circle of Wealth
We are a nonprofit organization focused on personal finance education. Through workshops and coaching, we help individuals and families build financial knowledge and work toward greater stability.
Our workshop series provides practical financial education on budgeting, debt and credit management, homeownership preparation, basic investing concepts, retirement planning, and long-term financial stability.
Register for our virtual “All About Finances” monthly class! Explore a new topic each month in a fun, interactive, and educational way.
🔒 Closed for 2025 — see you back in 2026!
Financial Foundation
In a one-hour presentation learn personal Financial Foundation’s key concepts, and strategies to reach a strong financial foundation, understand debit and credit, and reduce financial stress.
Budgeting
Learn budgeting basics, track income and expenses, and boost cash flow. Discover ways to save, earn more, and reach your financial goals confidently.
Credit and Debit
Learn smart credit use, debt limits, how to build good credit, credit score and report, and relief options in this personal finance class.
Investing
Learn investing basics! Understand stocks, bonds, risk, and smart strategies to build wealth. Start your journey today!
Stocks, Bonds, Mutual Funds and ETF’s
Learn the basics of investing in stocks, bonds, and mutual funds with clear examples, essential terms, and smart strategies to grow your money.
Retirement
Learn retirement basics—Social Security, savings goals, retirement accounts, and common pitfalls—so you can plan to retire confidently.
More…
Home Ownership, Estate Planning, Taxes, more…
Schedule Your Workshop Today!
We’ll create a customized program and work with you to get started. Let’s build something great together!