💰 Request a Budget Workshop

Ready to help your team or community fix up their money management skills? We've for you covered for a fun and practical 1-hour virtual workshop designed to help people (including beginners!) take control of their money!

Meet Your Facilitator 👩🏽‍💻

Dani, the founder of fixupszn, is a personal finance educator, content creator, and Certified Trauma of Money Practitioner.

She's been featured for financial commentary in publications like MoneySense, The Globe and Mail, The Financial Post, and more!

✅ What we'll cover:

  • 💰 Building Your Budget

    Create a budget (with our provided template or your own) that you can stick to, and that fits your unique lifestyle and financial goals.

  • 💰 Tracking Spending

    Learn where your money is going so you can make conscious decisions about what behaviours to start, stop, and continue.

  • 💰 Managing Debt

    Explore straightforward ways to take control of your debt and build a solid repayment plan to reduce it over time.

  • 💰 Investing 101

    Understand how we can make our money grow, common account types, and an introduction to "robo-advisors" and ETFs.

  • 💰 Savings Goals

    Discover our Sinking Funds Tracker to learn how to prioritize saving for emergencies, big goals, or for "fun money" purchases.

  • 💰 Building Your Systems

    Get tips and strategies to set your financial systems on auto-pilot so you can build better money habits that you can actually follow long-term.

Also included:

✅ A fully customizable "Irie Income: Annual Budget Tracker" for every workshop participant to help take control of their finances beyond the session ($19.99 CAD value per person)

✅ A fully customizable Savings Goals/Sinking Funds tracker for each participant to work towards up to 30 savings goals

✅ Time for questions and answers, of course!

Freqently Asked Questions

What is the cost for a workshop?

It depends on the amount of participants, any customizations required, etc., however, rates start at $1,599 CAD per session. Email hey@fixupszn.com for a custom quote and we'll get back to you within a few business days.

Who should take this workshop?

Our financial content is beginner-friendly and avoids using confusing financial jargon, so most folks will be comfortable taking it! Some content (such as investment account 101) is Canadian-specific as fixupszn is a Canadian company. However, we can remove Canadian-specific content, if necessary, to focus on concepts instead. Just include these details in your request form!

What groups or communities are these workshops for?

Any groups interested in fixing up their money management skills. These are popular among companies booking Lunch & Learns, membership communities, non-profits, etc..

Are in-person workshops available?

We primarily offer virtual workshops, but send us an email at hey@fixupszn.com and we'll see what we can do.

Ready to book? Complete the request form!