Financial planning for life events

Up to
Online via Zoom

No materials needed

Who’s this for?




Ready to engage in your finances to fund better life choices? This session will help you understand your relationship to money, learn how to talk about finance with a partner and set goals that work for you and your family. 

During this workshop we'll cover:

  • Uncovering your personal relationship to money
  • Building financial compatibility with your partner
  • Using money as a tool to unlock life choices
  • Thinking about marriage, kids, and side businesses
  • Learning basic retirement and Social Security calculations
Smart Sister Finance


Smart Sister Finance

Bridget Jones is the Founding Sister of Smart Sister Finance and she believes strongly that through financial knowledge and conscious choices, you can reach any life goal. Bridget’s superpower is making complex concepts easy to understand and, in her classes and coaching sessions, she makes finance accessible, achievable and fun. Her tenacity and engaging style have helped clients make life-changing decisions about their money and their purpose.

Bridget was a Certified Public Accountant for 15 years and held executive level roles at Clif Bar & Company, Potbelly Sandwich Works and Whole Foods Market. She now uses her professional and personal experience to coach others on their finances. Boost your money confidence and unlock your life choices by attending a Smart Sister Finance session today.

Photo of Bridget Jones, founder of Smart Sister Finance

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They've worked with people at

Motorola solutions
Exelon Foundation
Clif bar
Potbelly Sandwich Shop
Whole Foods Market

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