Charles Schwab
Financial planning for people past the basics
Helping turn separate financial decisions into one connected strategy
Most financial education stops at budgeting tips and retirement basics. This workshop was built for employees who already had those pieces in motion—and wanted to understand how the rest of their finances connected around them.
We designed the presentation and worksheet as a single working session: one moved the conversation forward, the other gave people space to map their own finances alongside it.
By the end, participants left with a clear sense of what deserved attention and what to do next.
See how they fit together
Workshop Slides
Fillable Worksheet
Each section of the presentation connected directly to the worksheet, so participants could apply the material as it was being discussed—not hours later after the session ended.
The slides framed the bigger financial ideas. The worksheet turned them into something tangible: accounts, priorities, tradeoffs, and decisions participants could work through in real time.