AIM for Financial Well-Being: A Goal-Setting Cohort

Create a tuned-to-you plan to improve your financial well-being. A supportive 4-session cohort for adults 55+ seeking financial confidence.
About this Event

AIM for Financial Wellness: Building Confidence Through Life Transitions

Financial wellness is about more than dollars and cents. It is about confidence, choices, and creating a plan for the future you want.

AIM for Financial Wellness is a four-session group coaching and goal-setting program designed for adults age 55 and older who are ready to take meaningful steps toward improving their financial well-being. Through guided activities, reflection, and practical planning, participants will explore their relationship with money, identify barriers to financial success, and build a personalized action plan for greater financial confidence.

Participants will:

• Explore how past experiences and beliefs shape financial decisions
• Understand the connection between emotions, stress, and money management
• Identify financial priorities and set realistic SMART goals
• Develop strategies for budgeting, emergency planning, and financial stability
• Build confidence in navigating life transitions and future financial decisions
• Create a personal 90-day Financial Wellness Action Plan

This cohort-based experience is designed to be completed as a full series. Each session builds upon the previous one, helping participants develop lasting skills, accountability, and momentum.

Program Dates & Course Time

September 1, 3, 8, and 10 (Tuesdays and Thursdays). Class meets from 9:30 AM - 12 PM

Important Registration Information

This is a 4-session, Tues/Thurs morning cohort program. Participants are expected to attend all four sessions, as each session builds upon the previous one and contributes to the development of a complete Financial Wellness Action Plan.

Who Should Attend?

Adults 55+ who want to strengthen their financial well-being, increase their confidence, and create a practical roadmap for financial success.

Classes are facilitated in a positive learning community of ongoing accountability and peer support.

*This cohort of AIM is designed to help 55 and older strengthen their skills and confidence to thrive in the next chapter of their professional lives.

Course Facilitator

Dr. Ashley Lowe-Simmons, founder of Conversations with a Clinician, helps people rewrite their stories by connecting emotional well-being with financial wellness to build resilience and confidence.