Business Building Deep Dive: The 5 Bucket Approach to Financial Wellness
May 28, 2025
5:00-6:00pm PST
Limited Spaces

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Money can be emotional, practical, and deeply personal — and having a simple structure can make all the difference. In this interactive 60-minute workshop, you’ll explore the 5 Buckets Approach to building a strong and sustainable financial foundation: Mindset, Manage, Borrow, Grow, and Protect.

We’ll walk through key strategies to help you better understand your relationship with money, create a spending plan, use credit wisely, begin investing, and safeguard your future. Whether you’re clarifying your own financial next steps or looking for a more holistic approach to share with others, this session offers simple, powerful tools you can put into practice right away. 

About our Business Building Deep Dive Series:

 Are you a new coach and starting up your practice? Or an established coach with stories to share? Are you looking to expand your network and learn from others? Welcome to our on-going Business Building series, a community of coaches where we share ideas and best practices and create accountability as we build our coaching businesses. Let's meet and discuss what challenges each of us is facing in our business and share tips, knowledge, and resources to support and uplift one another.

Meet the Speakers/Facilitators:

Minea Herwitz

Pei-Ling Lee