Your Money, Your Way Financial Workshop

Are you tired of feeling like your money decisions don't quite fit who you are? In this interactive Lunch + Learn led by Maria Hernandez Huerta -- Collective615 member and wealth advisor with Truman Wealth Advisors -- you'll discover your unique money personality through the Money Habitudes® system—a fun, judgment-free card activity that reveals the hidden patterns driving your financial choices.

Whether you're a savvy saver who feels guilty about treating yourself, a generous giver who struggles to say no, or someone who plans every penny but wonders if you're missing out on joy, this workshop creates a safe space to explore your relationship with money.

You'll leave with clarity about why you make the decisions you do and permission to design a financial approach that honors who you are, not who you think you "should" be. Perfect for business owners and busy professionals who are ready to stop fighting their natural tendencies and start working with them to create financial confidence and freedom.

Key Takeaways:

💰 Discover Your Money Personality
Identify which of the six Money Habitudes drive your financial behavior

💰 Release Shame & Embrace Strengths
Understand that there's no "wrong" way to relate to money. Every personality type has advantages you can leverage; let’s find yours!

💰Recognize Your Blind Spots
Spot the patterns that may be working against your goals so you can address them with compassion, not criticism.

💰 Align Money with Values
Learn to make financial decisions that reflect your authentic priorities, not someone else's rule book.

💰 Create Your Personal Strategy
Walk away with practical, personalized next steps actually that fit your life and business.

💰 Connect with Like-Minded Women
Build community with other professionals navigating similar money questions in a supportive, shame-free environment.

🥙 A light lunch will be provided by Truman Wealth Advisors.

🎟️ This workshop is free, but seats are limited and registration is required.

ABOUT THE WORKSHOP LEADER

Maria Hernandez Huerta is a wealth advisor at Truman Wealth Advisors, helping business owners and busy professionals achieve true wealth. She believes in using a holistic approach to financial planning, valuing everything from your mindset about money to your portfolio’s asset location. Understanding these unique needs is the best way to create a plan that helps achieve your goals.

Maria is a CERTIFIED FINANCIAL PLANNER™ Professional, Certified Exit Planning Advisor (CEPA®), and a NAPFA-Registered Financial Advisor. She is also an instructor at Kaplan, helping current and new advisors become CERTIFIED FINANCIAL PLANNER™ practitioners so more people can receive holistic financial planning.

Maria lives in the greater Nashville area with her partner (Kyle), their two cats (Lily and Pipsqueak), and their crazy dog (Max).

📷 Notice of Photography and Videography

By attending this event, you grant Collective615 the right to use any photographs or video recordings taken during the event for promotional, marketing, and archival purposes. If you prefer not to appear in our materials, please notify the event organizer upon arrival.

🅿️ FREE PARKING

There is plenty of parking in L&L Market, where Collective615 is located. Do NOT scan QR sign in parking lot; scan the QR code in our space for free parking all day.

👩🏻‍💻 COMPLIMENTARY CO-WORKING

As an attendee to this workshop, you may work in our co-working space prior to or after the workshop with our compliments.

Know what’s Happening Next — before everyone else does.

Get App

Host or Publisher Collective615