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It's Time to OPTIMIZE! Your Financial Outlook 

With this 4-part series, you'll unlock the door to financial clarity, create achievable goals, and take charge of your life with our 5-Step Method.  Clear away barriers to financial wellness, and create financial flow with the Optimize Your Financial Outlook Series!

The Optimize Your Financial Outlook is the only 4-part series of its kind where you will

  • Explore your relationship with money (and make immediate progress toward improving it for good!)
  • Identify, explore, and clarify what's getting in the way of your having and holding onto money.
  • Experience the transformational power that Brainspotting can have on your money beliefs & behaviors
  • Begin working through the head trash you have in the areas of
    • Securing (earning) money freely
    • Saving money easily
    • Spending money mindfully
    • Sowing (investing) money wisely
    • Sharing (giving) money intentionally

How transformational can it be to work on your money blocks? 

I entered Embodying Financial Flow, held tightly in scarcity’s grasp, hoping to pry myself lose. Well, it worked, and then some! Increasing my income was a happy by-product of a multi-layered transformation still underway: more deeply valuing myself, my time, and the richness I bring to my work with people and my relationships — including (no idea this was coming!) meeting an incredible man whose inner richness dances with my own.    ~JB

The Optimize Your Financial Outlook Series is for you if you…

  • Are ready to feel empowered in the key areas of your financial life 
  • Are tired of the laundry list of strategies and resources that you just can’t seem to implement consistently
  • Like engaging in online programs, especially ones where you heal in community
  • Are “over” stressing out about money
  • Know deep within yourself that when you work through personal blocks to success, the possibilities are endless
  • Prefer to block off a day here and there for focused work
  • Love meeting and working alongside other like-minded humans!


What's covered in OPTIMIZE! Your Financial Outlook...

In this four-part series, you'll break through the "stuff" in 5 key areas of your financial life

that's limiting your ability to secure (earn) money freely, safeguard (save) money easily, spend money mindfully, sow (invest) money wisely, and share (give) money intentionally.

Workshop #1: Optimize Your Earning 

Monday, May 15, 2023 from 10:00 a.m. to 4:30 p.m. EDT  

Is the “treasure” you earn proportionate to all the time and talent you give? If not, what’s getting in the way?  Generational, cultural, historical, societal, and relational influences can siphon off your ability to earn money in a conscientious and sustainable way.  In this day-long workshop, you’ll explore some of these factors that set the stage for developing unhelpful attitudes toward earning money as well as experience much-needed shifts in your earning mindset and beyond. 

Through the power of Brainspotting, you’ll eradicate unhelpful beliefs you have around earning money such as…

  • I have to work hard to earn money.
  • I can’t afford to take enough time off.
  • I can have time or money but not both.
  • I can only earn $________ because that’s what the market bears.
  • If I earn more money, it will change me in a bad way.
  • Sure, I’d like to work less and earn more money, but that’s not possible or sustainable where I practice.

What would it be like to break free from the burden of holding even one of these beliefs? How would you show up differently if you made room for beliefs such as…

  • My clients or patients deserve to have a provider that is rested, centered, and able to be fully present to them, so I will charge and limit my schedule accordingly.
  • So that I can do this work effectively and sustainably, I must take time to rest, enjoy life, and rejuvenate.
  • The people I am meant to work with right now will gladly pay more for excellent services.
  • By creating better balance in my work, I make room for more creativity.
  • I can also help many more people who cannot afford my help when I generate enough income, time, and space to support me.

Once you work through blocks such as these, you will open yourself up to earning possibilities that you never saw before or that felt out of reach.

Earn more money, and have more time to live the life you’re working so hard for. The solutions are within you. In the Optimize Your Earning workshop, we will help you find them.

Take 1,2 or 3 Workshops or

Register For All 4 & Save $200+

Workshop #2: Optimize Your Spending 

Monday, June 19, 2023 from 10:00 a.m. to 4:30 p.m.

There's a saying that goes something like, "Show me what you spend money on, and I'll tell you what you value." If a stranger picked up your latest credit card or bank statements and tried to identify what you value based on your purchases, what would they say about you? If you're cringing, feeling ashamed, or sensing restlessness in your body right now, this workshop is for you!

This day-long workshop will help you

  • stop mindless spending
  • be more in control of where your money goes
  • shift shame around your past spending habits
  • feel hopeful and even excited about developing a spending plan

In Optimize Your Spending, you'll discover the parts of you that are driving any unwanted spending behaviors. And through the focused mindfulness/brain changing power of Brainspotting, you'll release the behaviors that aren't serving you and take the wheel back in your spending life so you can tell your money where to go!

Take 1,2 or 3 Workshops or

Register For All 4 & Save $200+

Workshop #3: Optimize Your Savings

Monday, July 24, 2023 from 10:00 a.m. to 4:30 p.m.

Financial experts recommend setting aside a percentage of your income before you pay any expenses, but how can you make that a reality when you already have so many bills to pay? What happens when life throws you a large, unexpected expense? Your car dies. Your A/C is on the fritz. You get sick and are unable to work for a few weeks. You know exactly what happens: you lie awake at night, worrying about how you’ll stay afloat financially.  Soon after the worry strikes, the endless litany of “I should have…statements” and other shaming self-talk screams louder than all the rational, problem-solving, calming, and “this too shall pass” voices within. 

This day-long workshop is designed to heal the shame that binds your money challenges.  From a place of self-compassion, you’ll look at where you are today; explore your beliefs and any  shame you’re holding around saving money, and clear the path for new financial possibilities when it comes to savings. 

Shame commonly shows up for people around

  • Not having enough savings
  • Poor financial decisions (both past and present)
  • How money has impacted relationships
  • Deep-seated attitudes about spending and saving that negatively affect saving and keeping a surplus of money
  • Being taken advantage of financially

When you shine the light on shame, you create an environment where prosperity can blossom. Whatever your past experiences have been, you can change how they shape you from today going forward.  Let’s dive in together and start to create a plan that works for you.

Take 1,2 or 3 Workshops or

Register For All 4 & Save $200+

Workshop #4: Optimize Your Sowing  and Sharing (Investing & Giving)

Monday, September 18, 2023 from 10:00am to 4:30pm EDT  

This one-day workshop will help you break through any blocks you have around sowing seeds (investing) for future harvesting and sharing mindfully (giving) from your abundance.  Both investing and giving are influenced by your beliefs, attitudes, values, emotions, and experiences.  But you can move past the things that are stopping you from having peace of mind now and in the future.

This day is devoted to clearing away the deep-seated "manure" that has made it hard to invest for your future such as

  • I can’t trust financial people with my money.
  • If I have a lot of money, it will be taken from me.
  • It’s too late for me to invest in my financial future.
  • Financial advisors want to work only with rich people, so I’m on my own.
  • Investing is gambling/is too risky.
  • I have to pay off my debts before I can start planning for the future.  
  • Investing? Blech. Sounds like really hard math. If I can't understand it, I shouldn’t do it.

No matter what’s holding you back from developing a solid financial planning and investment strategy, the Brainspotting exercises in this workshop will help you get clarity and move forward deliberately toward growing financial security.

The latter part of the day will focus on developing an intentional, mindful plan for sharing/giving to charities or others from a place of abundance instead of giving unconsciously due to feeling guilty, overly identifying with others, or people-pleasing. You can create a stronger, more secure financial life for yourself, starting today. Join us to shift what’s in the way so you can go from less to more!

Take 1,2 or 3 Workshops or

Register For All 4 & Save $200+

Can't make a date? Register anyway for a recording.