We’re thrilled to invite you to a brand‑new series of monthly gatherings—always held on the second Wednesday of each month from 11:30 am to 12:30 pm CST—where we explore money’s deepest layers: practical, emotional, and energetic. Drawing on our combined expertise in finance, technology, yoga, meditation, kirtan, Buddhism, and Ayurveda, we’ll offer actionable strategies, reflective exercises, and soulful practices designed to help you move from insight to lasting change. Join us live (or catch the replay) and leave each session feeling equipped, inspired, and ready to ignite positive ripples in your life and community.
Sign up for each session individually for $36 per session, or the whole package for $280.
In a world that often feels unpredictable and overwhelming, it’s easy to let global events and constant uncertainty cloud our financial decisions. In this session, we’ll ground you with perspective—helping you acknowledge the stress of current events without letting fear drive your money choices. You’ll learn simple, practical techniques to reclaim your sense of calm and confidence, even when the headlines feel heavy.
In an era of rapid change and economic uncertainty, understanding your innate financial instincts can be your strongest anchor. In this session, we’ll explore how your natural tendencies—rooted in principles of balance honed by Ayurveda and other holistic traditions—shape your reactions to market swings, inflation and global unrest. By identifying your personal money DNA, you’ll gain the clarity to make grounded decisions that honor both your long‑term goals and today’s realities.
Close out the season with gratitude, reflection, and renewal. We’ll share how daily reflections and affirmations have nurtured our positive money mindset—balancing heartfelt gratitude with practical resilience.
As the year winds down, join us for a moment of reflection to review our financial journey and set clear intentions for what’s next. We’ll guide you through honoring wins and releasing what no longer serves, so you can move forward with renewed purpose.
We invite you to take a quiet moment with us to reflect on your personal money story. By exploring how past experiences shape our financial choices, we’ll help you cultivate clarity and awareness—like a restorative practice for both heart and mind.
Let’s explore whether your financial decisions truly align with what matters most—family, self‑care, or personal growth. We share practical steps and reflective exercises that help ensure each dollar supports your heart’s priorities.
Discover practical ways to weave financial wisdom into everyday family life. We share down‑to‑earth advice and real‑life examples for teaching children about money—making these important lessons feel natural and engaging.
Let’s revisit our money fears and transform them into sources of strength. We’ll share techniques to turn anxiety into productive energy, empowering you to navigate challenges with calm and confidence.
We invite you to build a secure financial base with straightforward, practical steps. We break down essential techniques for budgeting, saving, and planning—offering insights that help create lasting stability even when life feels full.
Copyright © 2025 Kerry & Kristina. All rights reserved.
This material is distributed for informational purposes only. Investment Advisory services offered through Journey Strategic Wealth, an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). The views expressed are for informational purposes only and do not take into account any individual’s personal, financial, or tax considerations. Opinions expressed are subject to change without notice and are not intended as investment advice. Past performance is no guarantee of future results. Please see Journey Strategic Wealth’s Form ADV Part 2A and Form CRS for additional information.