We're thrilled that you're ready to take the first step toward reaching your financial goals! And we're here to support you along the way. Whether you want to make sure you're saving enough for retirement, build an emergency fund, or pay off debt, having a holistic view of your current income and spending is a critical first step.

Join us for a Pay Yourself First workshop where we'll walk through the worksheet below. You can fill it out during the workshop or before or after. If you ultimately decide to book a 1-on-1 meeting with us, you'll need to have this spreadsheet completed to the best of your ability so our planners can be most helpful during the session.

Download this file to get started and register below for a session.

June 17 - virtual

6-7 PM CDT

via Zoom
*Use the email address you check regularly when you register.

Register here

July 10 - in-person

Little Rock campus. Time/location coming soon...

Register (coming soon)