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Groundwork Financial Literacy Workshop Series for Canada and the- USA

starThis isn't your ordinary learn about money course

Get Ready to Feel Confident, Capable, and in Control of Your Money

Groundwork is a hands-on, coach-directed, video-enhanced experience that helps you learn about money in a way that actually feels good while bringing you confidence, growth, and freedom. You'll enjoy discovering how money really works, what motivates your choices, and how small shifts can change everything.

Walk away with practical tools, new mindsets, and a sense of momentum that feels amazing.

Financial Literacy 6-Session Group Program

You Get To Choose

SELF-DIRECTED FINANCIAL LITERACY + ACCOUNTABILITY

Excerpt from Lesson 13

30-Day Syllabus 8-Week Syllabus

$197(CAD) / person

Launch Rate 50% off for a limited time!

Not everyone can make it to a group (or wants to) so we've created a way for you to go through Groundwork on your own. It's a fun, interactive, thought-provoking, and life transforming way to learn about money

Choose the fast-paced financial reset that will jump you ahead of the pack or the slower-paced version so you have time to really dig into the material.

Your assigned coach is just an email away if you get stuck AND there are points and prizes to collect on your journey.

Register Now

*VIP and Group Rates Are Available. No login required

COACH-LED FINANCIAL LITERACY GROUPS

Introduction from Session 3

6-Session Syllabus

Starting from $197(CAD) / seat*

In Person or On-Line + 1 Private Coaching Call

Join an OPEN group already running or host one of your own. The 6-Session Curriculum can run anywhere from 6-12 weeks, depending on the group. You can also request a customized financial literacy program to promote Organizational Wellness.

Your coach is right there to guide you and answer questions.

View Our Class Calendar

*Seats are one individual or one couple

PRIVATE FINANCIAL ACCOUNTABILITY COACHING

Packages start at $250(CAD) / month
for a minimum of 3 months*

On-Line Private Coaching Program

High levels of attention, accountability, and customization will always get you faster results. The minimum 3-month period works through everything in Groundwork PLUS your coach will help you work through areas unique to you..

More About Coaching

*Private coaching is for one individual or one couple

Kathy speaking to a group of 350 people

Why You'll Love It

Groundwork is practical, proven, and people-centered. Built and led by professional financial coaches, it is designed to keep you engaged, motivated, and moving forward so you can see immediate results.

The curriculum makes complex topics simple while maintaining flexibility for your personality and situation. For over eight years, Groundwork has been tested with real clients and refined for maximum impact.

Using graphics, stories, discussions, and a proven methodology, every lesson helps you strengthen financial health and stability in a fun and relatable way.

No Shame
No Guilt
No Judgement

Excerpt from Groundwork: Self-Directed (lesson 1)

Groundwork: Self-Directed

  • 30 Interactive Lessons (Video, Audio, or Transcript)
  • Fillable or Printable PDF Handouts
  • Practical Action Items
  • Accountability Check-Ins
  • Points and Prizes
  • Email Access to Your Coach
  • 1 Private Coaching Call
  • VIP Upgrades Available
Registration Is Open Now

Experience Peace of Mind

Learning foundational money skills equips you with the knowledge to take control of your finances, and paves the way for restful nights and a stress-free financial future

An older and a younger woman smiling because they are not worried about finances.

Gain Financial Confidence

Understanding how to use some simple and essential tools lets you banish anxiety and uncertainty so you can handle your finances with confidence

Gen X man feeling confident with his money decisions

Create a Stable Foundation

Forming the skills to plan effectively, save wisely, and be intentional with your money brings long-term financial stability and freedom

Young adult who was able to open their own business because they had solid financial foundations.

Prepare for Financial Freedom

Knowing how to make money work for you opens up new opportunities to live your life fully, discover what really matters, and pursue your dreams

Woman drinking tea and relaxing because she didn't have to work extra hours to pay her bills.
Chris and Kathy Steffan - designers and head coaches for Groundwork: Foundations for Healthy Finances

Every version of Groundwork includes live interaction with a professional financial coach

You will hear many of their voices on the videos and even see a cartoon-version of a few of them. Be assured, you are going to interact with real people who really care.

  • Self-Directed has email-based accountability check-ins and one private coaching call
  • Group Programs can run from 6 to 12 sessions, depending on the situation. These programs are either led or supported by one of our professional financial coaches. Every participant receives one private coaching call with a professional financial coach.
  • Private Coaching runs a minimum of 3 months. You receive weekly private coaching calls for the first month and biweekly for the next two months with the option to continue with a personalized program.

The Experience

Coach-Led and Self-Directed programs will have slightly different lessons based on the topics below. For all versions, you will learn through engaging videos, valuable activities, discussion questions, and stories to help deepen your understanding in 5 key areas.

#1) Discovery

Set baselines so you can measure your progress

  • Financial Resiliency
  • Altitude (Net Worth)
  • Capacity (Income)
  • Expenses
  • Unplanned Spending
  • Treasure Hunt
  • Core Values
  • Financial Wellness
Know where your finances are

#2) Refocus

Identify what you really want

  • Goals
  • Motivation (Your WHY)
  • Priority List
  • Opportunity Cost
  • Compound Interest
Know what you really want

#3) Gain Control

Get to work stopping unwanted financial leaks

  • Emergency Fund
  • Sinking Funds
  • Debt Mindsets
  • Getting Out of Debt
  • Debt Elimination Plan
Know where your money goes

#4) Set a Plan

Move forward with confidence and direction

  • Cashflow Order
  • Spending Plan
  • Irregular Income
  • Tracking
  • Reconciling
  • Improving Cashflow
Saving and preparing for the future

#5) Build Capacity

Prepare yourself to maximize positive change and financial growth

  • Identity Theft
  • Buying a Vehicle
  • Having Good Credit
  • Insurance
  • #1 Budget Buster
  • Buying a Home
  • Investment Basics
  • Personalities & Money
  • Boundaries
  • Generosity
Building a strong financial foundation

What if ...?

learning was fun and you had a mentor cheering you on

“I think one of my favorite things was just the different perspective that you guys gave on this. The pipes helped me understand things in a visual way that I hadn't experienced with budgeting before. And with the stuff you brought in with mindsets, I felt that gave more freedom to the course. It wasn't rigid. You're allowed to put your heart into it. Money is an important thing and it does affect our hearts. There was permission to allow your heart to be affected by it.” — Kalyea

Keeping it Simple

Groundwork distils complex concepts into easy-to-understand terms, free from jargon.

An older couple smiling at the camera.

Access to Experts

Groundwork provides support for you from professional Financial Coaches who understand money's deeper issues

A dad working at the kitchen table with his kids beside him

Customizable Resources

Groundwork uses industry-leading proprietary tools and resources that allow you to experience sustainable and transformational growth

Young woman who has the financial freedom to start her own flower shop.

Unbiased Information

We can offer unbiased financial guidance because our coaches don't sell financial investments or services

Woman drinking tea and relaxing because she didn't have to work extra hours to pay her bills.

Answers to Common Questions

If you need more clarification or have other questions, please book a Discovery Call.

It's Time!

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