Workshop: Ten Steps to Improve Financial Wellness

Build a stronger foundation for long-term financial wellness by clarifying priorities, strengthening everyday money habits and creating a practical action plan aligned with your goals.

Financial success looks different for everyone, but all paths forward are built on intention, discipline, and clear goals. This workshop provides a holistic roadmap to help participants strengthen their financial wellbeing by gaining greater control over everyday decisions, such as building a spending plan, setting meaningful objectives and understanding insurance and protection needs. Through interactive polls and practical reflection, participants clarify priorities, identify next steps, and leave with a clear, action-oriented plan designed to support confidence, balance and long-term financial wellness.

Part of the Financial Skills Building series, presented by the San Francisco Financial Empowerment Center.

The San Francisco Financial Empowerment Center provides free, confidential, one-on-one, personalized financial guidance with a certified financial counselor. This program is open to anyone living, working or receiving services in San Francisco (including noncitizens). Financial counselors provide sessions on the following financial topics: improving your credit score, increasing your savings, opening a safe and affordable bank account, assessing your public benefits options, navigating any changes in your income, communicating with loan servicers and debt collectors, managing and reducing debt and learning more about your consumer rights. Find out more and sign up for one-on-one counseling.