Online Classes & Workshops

Class is in session – MoneyZen style!

As a regular financial educator at The Omega Institute’s Women’s Leadership Center and for the corporate wellness company, Grokker, I teach online courses on the basics of personal finance. I have also taught the fundamentals of MoneyZen in person for The Institute of Integrative Nutrition and at destination learning retreat centers such as 1440 Multiversity and Rancho La Puerta (with more retreat venues to come!) No matter what the format – online or in-person – you can count on receiving practical tools from me. I am committed to helping you develop a positive relationship with money as well as the confidence to take ownership of your financial health.

My Online Courses

The Omega Institute for Holistic Studies is a 40-year old non-profit educational retreat center located in Rhinebeck, New York. A pioneer in presenting lectures and courses around topics in the mind, body, spirit realm –  guest teachers over the years have ranged from Pema Chodron and Mark Nepo to Elizabeth Gilbert and Gabrielle Bernstein. Importantly, Omega was also one of the first organizations of this type to add financial wellbeing courses to its curriculum, classes which I’ve had the honor of leading. The “Financial Wellbeing” course shown below is my flagship course and covers the same material that I teach at in-person workshops.

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Financial Wellbeing: gaining wisdom, balance, and joy

This is my signature on-demand, online course for women. It covers the same content as my in-person Omega retreats plus shares a series of inspiring interviews I have done with top leaders in the world of money. The course is self-paced so you are in the driver’s seat when it comes to how fast or slow you want to move through this information. By the end of this inspiring journey with me, you’ll have dramatically increased your fluency and comfort with the role that money plays in your life, regardless of the amount you have. As an added good karma bonus, I teach this class on a pro-bono basis which means 100% of course proceeds go to support programming and scholarships at Omega.

Through a series of 10 modules, you will:

  • Understand healthy money habits, cash flow, debt and risk management, credit scores, and investing with ease
  • Examine your money story to improve your relationship with money
  • Apply finance and investing principles to encourage financial stability and growth
  • Learn skills for speaking with loved ones about financial habits, goals, and decisions
  • Develop an empowering relationship with money, one that will help you live the life that makes your heart sing

Learn more, and sign-up for this course, through The Omega Institute!


Grokker is an innovative company providing wellness videos to corporate HR departments to help employees take charge of their wellbeing and become happy, healthy, and resilient. Grokker is also ahead of the curve in terms of including financial wellbeing in their definition of overall wellbeing. I’ve had the honor of being their first personal finance instructor and teach several courses for them. If you work for a large Fortune 500 company, your HR department may already have hired Grokker and offer their videos to you for free as part of your benefits package. If not, you can also sign up for a free two-week trial (which is probably long enough to run through my classes!) These classes are at a true 101 level and are designed for people who have not wanted to even think about their personal finances until now. They are a fun, upbeat, and inspiring way to take your first baby steps into dealing with your money.

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7 Steps to Financial Success

Looking to get a quick, basic introduction to the essentials of financial wellbeing? In this on-demand 101 level class I’ll help you master these 7 core financial habits:

  1. Learn how to live within your means
  2. Budget with the 50/30/20 rule
  3. Practice joy-based spending
  4. Deal with debt
  5. Build an emergency cash fund
  6. Save for retirement
  7. Talk money with your honey

Register today!

Spending Reset

In this on-demand class, I’ll walk you through a 5-part plan to learn how to spend in a more mindful way so that you can experience both joy today and financial health in the future.

  1. What kind of spender are you?
  2. Why do you spend?
  3. How do you aspire to spend?
  4. Understanding your spending habits
  5. Putting your spending reset into action

Register today!

3 Steps to Financial Resilience

Are you living paycheck-to-paycheck? Do you feel like you are hanging on by a financial thread? If so, you are not alone. In this on-demand class I’ll walk you through a dozen bite-sized lessons – crafted specifically for folks experiencing financial fragility. You will learn how to: 

  1. Reduce your debt
  2. Balance your budget
  3. Save for the future

Register today!


Upcoming In-Person Events

WhooHooo!  I’m back to teaching my signature weekend workshop “Financial Literacy & Beyond: building confidence in your relationship with money”  in-person at The Omega Institute’s beautiful rural Rhineback, NY campus from Friday July 8th thru Sunday July 10th, 2022. For complete details on all that this special experience encompases and to sign up, visit the course page here

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