■ 01
It's simple, fast and introspective. A glance to determine if anything(s) needs to be addressed with budgeting, spending, or saving. Or maybe just some sharpening of knowledge in the area of personal finance.
Free Check-In Cards
‣ Subscribe for your free financial health check-in
‣ Self-assess your personal finance knowledge & financial situation
‣ This is between you & you only.
Be brutally honest with yourself.
‣ Reflect. Do the results makes sense to you?
‣ Decide to take the next step - attend a webinar or workshop.
■ 02
Are you versed in general concepts such as simple and compound interest, RMDs, or how qualified retirement savings accounts are taxed - i.e. 401(k)?
If not, I highly encourage attending one of these free sessions. Building this type of knowledge set begins to establish a wealth preservation mindset.
Once registered, you have access to attend any and all of the already scheduled dates.
‣ Begin to see how concepts take shape towards a growth mindset
‣ Recognize desensitized pain points that tend to manifest through certain tunnel vision spending habits
‣ Learn why financial literacy is so important to accumulate wealth and why it's never been more important than it is today
■ 03
The Give Yourself Grace Then Grow
Financial Workshop
First (Discounted) Group: Dec. 5th, 2026 - 6PM Central
‣ At its core, this workshop is about financial knowledge, planning, and money management. But it goes deeper by helping to recognize a common tunnel vision most of us tend to slip into. Led by numerous factors.
‣ Lived experience stories that many find to be relatable, or simply a new thought provoking perspective towards a new wealth mindset.
‣ This particular workshop is gently faith-based, but all are welcome to attend.
‣ Bring your curiosity, open mind, smiles, and that hunger to grow wealth. But grace first.
What You'll Leave With:
A written plan you build during the worksdhop. Handouts: Workbook, action plan, 30-day reset plan, resource sheet, and the recorded re-play. A 30-minute group follow up session. Access to a private FB group. And an annotated resource sheet.
■ 04
The Personal Finance Do-Over
Financial Workshop
First (Discounted) Group: Nov. 14th, 2026 at 6:30PM Central
‣ Live & hands on. Start (re)building your money system.
‣ We'll cover a well-structured plan without the added guilt that tends to consume when the monthly budget is completely over or under shot, due to life's 'happenings'.
‣ This is a do-over that doesn't have to be a once...over. But it also doesn't mean starting from the beginning every time. There is a difference. Register, attend, and you'll get it.
What You'll Leave With:
A written plan you build as we go.
Handouts: Workbook, action plan, 30-day reset plan,
resource sheet, and the recorded re-play.
■ 05
Free Consultation Services
Sam Driessen, MBA - Affiliated with One Stone Financial, LLC
‣ Starting with a conversation to get an idea of your financial situation with zero judgement, regardless of where you're at.
‣ If a plan and strategy is suitable and makes sense for your unique situation and goals, we'll present illustrations and explain how it all works.
‣ Zero pressure. You know you best and you do you. We do the research, run the numbers through multiple A-rated (only) carriers, and present what makes the most sense for you to make a well-informed decision.
We all know what "I'll get to it later" means. For many, waiting could cost thousands, tens of thousands, hundreds of thousands, and even millions in the end - when it often matters most. Time is precious in so, so many ways. This is one of them.