Co-Co Member Exclusive: Finance Group

In our complicated world, we are often saving and striving for multiple goals at once, such as retirement, children's college education, aging parents' care, and maybe even starting a business. Trying to do all this or even just some of it, without a clear roadmap, can be daunting. We can help you organize, understand, and get clarity on how to achieve all that you have dreamed.

Join us for our September Finance Group Meeting, featuring an interactive session with Lisa Crosta as she helps you take the first steps toward financial clarity. Together we’ll explore four key questions: What do you own? What do you owe? What do you make? What do you spend? Walk away with a starting point for understanding your cash flow and net worth—essential tools for building a stronger financial future.

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