HerDailyInvest Budgeting Workshop: Breaking Financial Trauma, Your Path to Independence
This event is held by HerDailyInvest, Your Montage, The Sassy Investor and Michael Liu. 🌟🚀
In this intentional 2-hour intimate event, we are carving out time to take action about your money, including reviewing your own finances, re-strategizing a monthly budget, and creating a healthy relationship built on good communication with you and your wallet.
With the spring season coming soon, we will be teaching you how to let go of money patterns that no longer serve you, break intergenerational trauma with money and hold space for our cultural upbringings and money lessons that we want to better understand - and maybe let go.
Azia, the founder of HerDailyInvest, grew up with an avoidant behaviour towards money, and always felt “looking at the numbers” was icky and unco mfortable. It took her years to unlearn this mindset, and now she loves to teach women how to flip this old money script: These monthly money routines can be grounding and a radical act of self-care, especially when done in a calm, safe learning environment.
Did you know that 56% of Canadian women feel financially inadequate, yet 92% are eager to grow their finances? That’s why we built a free community for women to create a more grounding, casual approach to organizing and talking about money.
WHAT TO EXPECT:
A cozy warm environment to review your finances and strategize your monthly budget
Opportunities to normalize money conversations around other likeminded women, followed by a speaker & workshop, Q&A and mastermind session
Practical tips and strategies to boost your financial confidence
LOCATION: 111 Peter St
(Please see bottom of page for location, parking and entry instructions).
BEFORE YOU ARRIVE:
Download your previous month's bank statements (If you prefer a digital approach, you can compile PDFs into one file and highlight them using a PDF editor like Canva!).
Bring highlighters, markers, and pens if you enjoy working with printed statements
We will be individually writing/ review these papers during the event
Have access to your bank accounts so you can update your total account details (Don't worry, you will not be sharing these figures with anyone!!)
AGENDA
6:00PM Arrival and Welcome
6:30PM Introduction & Speaker
Opening remarks to create a safe space for sharing feelings and energy entering the room.
SPEAKER: Michelle will complete a workshop on the intersection of money, generational trauma, and how to de-condition, unlearn and relearn how to build a wealthy future!
7:40PM Monthly Budget Review and Account Updates
Write 1-3 financial gratitudes from the previous month.
Review previous month bank statements, calculate spending, analyze trends, and reflect on the month’s financial experience.
Spending and Trend Analysis
Discuss key findings from the budget review.
8:00PM Q&A Mastermind Session & Final Remarks
Open floor for questions, reflections, and support from participants.
Rules of Come Budget With Me events:
Sharing specific numbers is totally optional (Ex. income, expenses etc.) —this is about your comfort level.
This is a collaborative space, not a competitive one.
Leave any ego at the door; we’re here to learn from each other.
Join me in making financial planning a nurturing act of self-care. Let’s transform our relationship with money in a calm and supportive environment!
About HerDailyInvest
I’m Azia, the creator of HerDailyInvest, and I’m excited to invite you to a cozy and supportive monthly gathering where we can take a mindful approach to our finances together. As a 26-year-old financial advocate and DIY investor, I want to close the money education gap for women in Canada by sharing my story and learnings across my in-person meetups and online brand @azia_mery on Instagram.
About Your Montage
Montage is a nonprofit empowers the next generation through safe, accessible community where people of all ages can connect, share life experiences, and learn from each other. Through mentorship, storytelling, workshops, a podcast and events - we help the next generation navigate life with confidence and creativity.
@your.montage on IG
About Michelle
Michelle is the author of The Sassy Investor and Investing for Teens: How to Save, Invest, and Grow Money, two books empowering readers to take control of their financial futures.
After spending 7 years in investment banking in Toronto, Michelle founded The Sassy Investor, a financial education platform dedicated to teaching women how to confidently invest in the stock market. A Certified Financial Planner (CFP) and CFA charterholder, Michelle now serves as a Senior Wealth Advisor at TriDelta Private Wealth, an independent wealth management firm based in Toronto where she specializes in building unbiased, comprehensive financial plans for Canadians and managing investments tailored to their unique goals.
You can find Michelle on TikTok and Instagram. (@thesassyinvestor)
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Space is limited, so be sure to RSVP soon! I can’t wait to connect with you all!