Financial Wellness: Healthy Money Basics

LIVE ONLINE course with Erin Steele

Financial wellness is about more than just building wealth. The way we feel about- and interact with- our money has everything to do with underlying emotions about safety, security, and self-worth. Acknowledging and supporting these foundational beliefs about money helps us find the empowerment to take ownership over our finances-  so we can actively plan for the future we desire.

You'll learn:

Why Your Financial Dreams SHOULD Influence Your Financial Plans

How The Way You Think and Feel About Money Impacts More Than Just Your Bank Account

How to Break Down Financial Advice and Apply It To Your Life


    Thursday, June 3, 6:30-7:30pm MST


    100% ONLINE via Zoom Webinars



    Early Bird Pricing: $16 through May 27, 2021

How Our Behaviors Effect Our Finances

Uncover Your Limiting Beliefs Around Your Deserving-ness

Uncover Your Limiting Beliefs Around Your Deserving-ness

Identify financial goals to align with your future.

Gain a fresh look at financial tools without confusing jargon.

In This 60-min. Course We'll Explore:

  • how to develop a healthier money mindset to get you closer to your over-arching life goals

  • the basics of financial wellness that you can begin working with- without intimidation getting in the way

  • putting it all into practice with practical ways to get financially healthy

  • the questions you've always wanted to ask a financial advisor

  • outline of simple steps so you can start building a healthy relationships with your money

Meet Your Instructor

erin steele

Erin Steele is a Missoula, Montana-based Financial Advisor and business owner who helps her clients see the bigger picture of financial wellness. She believes that acknowledging and supporting the underlying emotional issues our finances bring up is crucial to planning a life we love. As such, helping her clients become financially literate is a foundational wellness practice that Erin passionately advocates.




Limited Spots Available.

Registration is Required.

Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF) Member FINRA and SIPC.  Insurance services offered through Flaherty Financial Services, Inc., which is not affiliated with SPF.  SPF does not provide tax or legal advice.    340 E. Central Ave/ Missoula, MT 59801  Phone: (406) 549-6718

When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.

This communication is strictly intended for individuals residing in the states where the registered representative is registered to conduct securities business. No offers may be made or accepted from any resident outside the specific state(s) referenced CA, DC, GA, ID, MD, MT, NC, UT, VA, WA.

Check the background of this financial professional on FINRA's