Building Financial Well-Being Together

Join us for one Saturday or all four. Each session is designed to stand on its own.

Financial planning isn’t just about numbers. It’s about making informed decisions that support your goals, your family, your business and your community.

Join our knowledgeable success coach, Adib Jamshedi, for practical conversations about financial principles you can put to work in everyday life. Bring your questions, share your experiences and explore ways to build greater financial well-being and opportunity for what’s ahead.

You have an experienced business and financial professional sitting at PNTL for an hour on Saturday morning specifically to answer your questions.

Take advantage of it.

Ask about cash flow. Credit. Pricing. Business finances. Starting a business. Growing one. A decision you’re wrestling with. Or that financial term everyone else seems to understand and you’re still Googling.

Ask the first question. Then ask the follow-up. Probe a little. Dig deeper. Say, “Okay…but what does that actually mean for my business?”

That’s what the hour is for. There are no wrong questions. You don’t need to prepare. And you don’t need to know the “right” way to ask. Just bring what’s on your mind. Every Saturday at 10am at our office.