• Urban Balance
Virtual Classes for Port of Portland

Financial Wellness

Wellness Webinar, November 07— Making Better Financial Decisions Under Pressure | Hanna | 60 mins

I work best under pressure” is something we’ve all heard or said. But do we? Contrary to popular belief, we do NOT make better choices under pressure, we just make FASTER choices. Making choices under pressure may not be optional, but we can learn and practice making wiser choices under pressure. What would your financial life look like if the next time a financial choice (even just which peanut butter to get) was presented to you you felt confident and clear in your options and decisions? In this class we’ll be talking about a quick tool you can use every day to make better and better financial choices without feeling obligated or shamed.

Wellness Webinar, November 07— Having Healthy Financial Conversations with Your Partner | Hanna | 60 mins

Oooo boy, the money talk. Maybe you’ve tried many, many times to “just push through it” and have the talk with your partner, only to have it devolve into avoidance, hurt, and starting back at square one over and over. There is an unspoken lie that makes talking about money with our partners so much harder than it needs to be. This overly simplistic mindset sets an unrealistic expectation without providing any skills or strategies. In this class we’ll be picking apart that common piece of “wisdom” that is setting most couple’s financial conversations up for failure, and actionable ways you can immediately make money talks with your partner more efficient, more connected, and maybe actually fun!

Wellness Webinar, September 05— Navigating the Biggest Financial Changes of Our Lives | Hanna | 60 mins

Big disruptions are coming your way. It could be as a result of a choice you made, or it could be a choice that is being made for you. Regardless, how you navigate through these big changes can deeply impact your future and your finances. And what about the possible disruption of something huge and good? How do we determine if the risk of something new is worth it? This webinar will explore strategies for quickly working through possible outcomes of a big choice or change and how to prevent and recover from potential negative outcomes.

Wellness Webinar, February 07— 3 Games for Financial Wellness | Hanna | 60 mins

Making big strides towards financial wellness doesn’t have to be hard work. With these three games, employees will grow their financial resilience, gain insight into their spending, and make the next steps even easier for themselves. These activities are great for kids, too! This class provides employees with a low-barrier approach to becoming more comfortable talking about money, trying new things, and changing their money mindsets.

Webinar, July 26— Establishing a Budget you Can Actually Keep | Hanna | 60 mins

The perfect budget helps us do three things: be more aware of spending, plan for the future, and prevent and recover from emergencies. Employees will come away with a game to begin the process of creating their own money system (budget), along with a low-stress perspective on budgeting. It is not necessary for employees to have financial information on hand for this class.

Webinar, July 12— Why Budgets are So Hard to Keep | Hanna | 60 mins

In this webinar, we’ll talk about why traditional budgets are so difficult to keep up with (hint: it’s not you). We’ll reframe how we think about budgets and explore the first two steps to building your own budget you can keep up with!

Webinar, June 28— Accountability and Your Finances | Hanna | 60 mins

Employees will come away with an understanding of how accountability is deeply engrained in us and why we rebel against it without knowing. They’ll also receive two tools they can use immediately to circumvent thoughts like “I have to…” and “I don’t want to, but I need to” and still get things done!

Webinar, June 14— How Procrastination Affects our Finances | Hanna | 60 mins

Once we understand the underlying and cyclical process that generates procrastination, we can begin to undermine it – and we can do this without shame, judgment, or forcing ourselves to do anything. Employees will come away with a greater understanding of the underlying causes of procrastination and two tools they can use immediately to begin to undermine procrastination and its ripples in their financial lives.