Lower Your Money Mental Load-Founder's Only Event

A practical session for high‑earning professionals and business owners on how to reduce money‑related mental load, and align finances.
About this Event

Money stress for high earners usually isn't about income – it's about complexity and mental load. Accounts in different places, business and personal cash flow bleeding together, taxes, protection, investments, kids, big decisions… and no simple way to keep it all straight.

In this session, Costa Union founding member's and Future Path Financial Planning founder Joshua Scannell will walk through a practical framework he uses with clients to turn "money as a constant open tab in your brain" into a clear, repeatable rhythm.

You'll learn:

• Why your money stress is not a willpower or discipline problem – it's a system problem.
• A simple way to connect your money decisions to your values and long‑term vision, instead of reacting to whatever feels urgent.
• How to run a Quarterly Clarity Huddle – a 60‑minute check‑in you can use every 90 days to lower mental load and choose the right 2–3 money moves to focus on next.

This is part of Costa Union's new Founder Series, where local founders share the systems and thinking behind how they operate – not a product pitch. You'll leave with a concrete tool you can use on your own, plus the option to go deeper if you want more personalized planning.