Get a Clear Starting Point for Your Finances
Free, practical Financial Wellness Lunch & Learn series to help you understand your money and take your next step.
You don't have to figure it out alone
Money can feel confusing. Or stressful. Or just unclear.
That’s where we start.
These sessions are designed to help you understand where you are, what’s available to you, and what to do next.
You don’t need a perfect plan. You don’t need to be “good with money.” You just need a place to begin.
This is a good fit for you if:
- You feel unsure about your finances
- You're not sure where to start
- You've tried budgeting before and it didn't stick
- You want something simple that makes sense
- You're ready to take a small step forward.
This series is designed for everyday financial wellness. It may not be the right fit if you're looking for advanced investing or wealth management advice.
What You'll Learn:
- Where your money is going
- Ways to reduce financial stress
- Budgeting tools that are easy to use
- Resources you may already have access to
- What your next step could look like
Our Approach:
Stabilize -> Build -> Grow
We use a simple framework to help you figure out where you are and what comes next.
Stabilize: Handle what’s urgent
Build: Create consistency
Grow: Plan ahead
How It Works
Choose how you want to attend
Join in person or virtually.
Attend a short session
Sessions are usually 30 to 45 minutes, with time for questions.
Leave with next steps
You'll receive worksheets, trusted resources, and simple actions you can use right away.
IU Health Team Members Can Earn Healthy Results Points
IU Health team members who attend may be eligible to earn 25 Healthy Results “Leveling Up” points.
We’ll provide a proof-of-attendance slide during the session so you can take a screenshot or photo and upload it to the wellness portal.