Charles Schwab
Financial planning for people past the basics
An interactive workshop that brings financial decisions into one connected plan
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
The slides framed the bigger financial ideas. The worksheet helped participants apply them to their own finances—working through accounts, priorities, tradeoffs, and decisions as they went.
Workshop Slides
Fillable Worksheet