Financial Workshops for Sudden Wealth Recipients
Joyful Budgeting Workshop Series
tm
You’ve got a client with every spreadsheet in place and you’re telling her that she has more than enough, yet she still panics when it’s time to spend.
A values-based budgeting experience financial professionals love bringing to clients navigating financial transition, sudden wealth, or financial doubt.
In 6 guided sessions, your clients get the space and structure they won’t find in traditional budgeting programs, led by a guide who understands what wealth really stirs up.
It’s a rare opportunity for your clients to explore the honest, overwhelming questions no one else is asking, and finally make confident, values-aligned decisions about what to spend, save, and shift.
Smart strategy, simplified execution.
A values-based budgeting experience
Another who inherited more money than she expected,
but hasn’t returned your last few emails to complete the necessary steps
And the couple who you’ve told that they’re perfectly positioned for retirement, but keep asking you to rework the plan, again and again.
You’ve shown them the vision based on their goals and they say they understand and feel good about it during some meetings.
You’ve walked them through the math over and over again but they’re not following the plan in the real world once they step outside of your office.
When the numbers aren’t the problem… you’re left not knowing what to do next to help. And they are just as confused about what they’re feeling.
Let me guess...
For the moments when you feel like you need a therapist on speed dial. When you’re fielding emotional spirals, avoidance, or the fog of life transitions with your clients and wondering, “How do I even support this?”
This is the supplemental curriculum you’ve needed in your firm for years: a trauma-aware, psychology-backed space where your clients can process, plan, and build money habits they’ll use forever and actually enjoy.
You stay in your zone of financial strategy. Marin meets them in the emotional, psychological, and behavioral realities of their money.
And together, the plan finally moves forward with emotionally supported clients who get better results, feel more empowered, and naturally become your most loyal advocates because you’ve deepened your differentiation.
That’s Exactly the Problem Joyful Budgeting Solves
tm
There are moments in every client relationship where logic and strategy stop working.
Emotions take over, behavior shuts down, and the numbers can’t move things forward anymore.
That’s when the Joyful Budgeting™ Workshops become your most valuable tool.
Because you wouldn’t build a financial plan without first understanding the full picture.
So why navigate emotional, high-stakes decisions without behavioral support?
Built for the Clients Still Struggling After the Plan
Joyful Budgeting
Workshop
Now booking 2026 & 2027 * NOW BOOKING 2026 & 2027 * Now booking 2026 & 2027 * NOW BOOKING 2026 & 2027 * Now booking 2026 & 2027 * NOW BOOKING 2026 & 2027 * Now booking 2026 & 2027 * NOW BOOKING 2026 & 2027 * Now booking 2026 & 2027 * NOW BOOKING 2026 & 2027 *
tm
This is exactly the support you offer when a client:
Receives sudden wealth and freezes instead of moves
Spirals every time they try to spend, even with your plan in place
Says “yes” in meetings but avoids doing the work afterward
Keeps asking for more spreadsheets or tweaks but never makes a decision
Is navigating a major life transition and can’t quite land emotionally
This series is especially supportive for:
HINRYs (High Income Not Rich Yet) who need budgeting structure that fits their values and lifestyle
Retirees redefining freedom, purpose, and spending permission
Women in transition who are capable but emotionally flooded
Financially successful clients who still feel apprehensive, ungrounded, or ashamed
Joyful Budgeting™ is a 6-part virtual coaching experience designed to help your clients bridge the gap between knowing what to do and actually doing it.
It supports those who struggle to follow through and those who don’t know what they want in the first place - whether they’re stuck in analysis mode, too anxious to ask themselves what enough looks like, or saving out of habit without ever enjoying the life they’ve planned for.
Each session blends empathy-packed trauma-informed education, emotional processing, and simple application - led by someone who’s lived it and gets it.
How It Works
Introduce YNAB software and create a freeing, simplified, and joyful monthly budget.
Joyful budget Build-out
03
Clarify values and connect them to tangible spending and saving priorities.
Spending Cash Flow Values + Priorities
02
Identify existing beliefs, behaviors, and patterns that shape financial choices.
Self-Awareness + Financial Reality
01
The Sessions
Build confidence around budget flexibility and making changes according to values rather than rules
Confident Decisions + Real-Life Flexibility
05
Uncover emotional triggers and avoidant behaviors, and replace them with intentional habits that support confident, values-aligned money choices.
Emotional Spending + Habit Awareness
04
Focus on sustaining change, approaching resistance with curiosity, and maintaining a peaceful, values-aligned relationship with money.
Integration + Ongoing Support
06
What’s Included
6 live group coaching sessions with Marin Laukka (via Zoom)
Up to 25 clients per series
A downloadable workbook with exercises, visuals, and journal prompts
90-day access to session replays for continued integration
This is a seamless plug-in to your client experience. Marin is a trusted partner you don’t have to manage. She follows through, keeps clients engaged, and reinforces everything you’ve worked so hard to build.
A 90-day YNAB software trial per participant
Optional post-series accountability add-on ($500/month for 3 months)
Clients come to reviews ready, not riddled with indecision
They follow through on the plan you built without nudging them
Decision-making gets faster, and so does your work
Big life transitions feel more navigable (for them and for you)
Spending aligns with what matters, not what numbs
You become the advisor they trust, look forward to seeing, and refer to their friends
Why Professionals Bring Marin Back Series After Series
Joyful Budgeting™ gives your clients the tools and emotional regulation to apply the plan you built without spiraling, freezing, or disappearing. This is the missing piece that makes follow-through enjoyable at last.
INVESTMENT
Flat Rate
$12,000
Includes access for up to 25 clients per cohort
Investment & Enrollment
Joyful Budgeting™ is designed to plug directly into your existing process, so you can bring emotional and behavioral support to the clients who need it most, without changing how you work.
Optional Add-On:
Post-Series Accountability
Firms often cover the cost as part of their value-add, but clients can self-fund if preferred. Either way, you’re offering access to the kind of support that makes your planning easier and your client experience more impactful.
$500/month for one live accountability call (per month per cohort)
Ready to Offer Client Support that Respects the Numbers and Nervous System?
Simple to offer. Powerful to experience. Built to make your strategy last.
Most budgeting systems speak only to logic. Joyful Budgeting™ speaks to real life and values, helping your clients regulate emotions, shift habits, and act with confidence.
What if clients miss a session?
Recordings are available for 90 days post-program.
06
Marin has worked with clients from all kinds of backgrounds and personalities. She's known for creating a safe, welcoming space that encourages clients to "go there,” while also honoring each person’s unique timeline and process. This isn’t therapy, but it is emotionally intelligent and rooted in financial psychology to help clients open up when they’re ready.
What if my clients don’t open up?
05
Not at all. While it’s especially powerful for clients in transition (like divorce, inheritance, or retirement) and those navigating sudden wealth, high-functioning clients often benefit just as much. The ones who say they’re “fine” may be masking perfectionism, people-pleasing, or high-functioning anxiety. This series helps all clients reduce emotional friction, deepen clarity, and build sustainable habits around money.
Is this only for clients who are struggling?
04
Each series includes up to 25 clients, so you’re welcome to offer it broadly, or just to the clients who need deeper behavioral support right now. It’s flexible by design.
Can I offer this to just one or two clients?
03
Just internet access and willingness to show up honestly. We use YNAB (You Need A Budget) for the automated cash flow system, and each participant gets a 90-day trial. After the trial, clients have the option to continue using YNAB for $14/month or $109/year. Alternatively, they can implement their joyful budget into their preferred platform.
What tools do clients need to use this?
02
Beautifully. Joyful Budgeting™ isn’t financial planning or estate strategy. It’s cash flow coaching that reinforces the plan you’ve already developed. Marin helps your clients build habits, emotional understanding, and decision-making confidence around everyday spending. When bigger shifts arise, they come back to you ready to implement with intention.
How does this integrate with the financial plan I've already built?
01
FAQs
Do I need to attend the sessions?
Nope. You have enough on your plate, Marin has it covered. You can relax while Marin represents you and your firm well. She is professional, purposeful, and cares about your clients as much as you do. Honestly, if you show up, your clients may not be as honest as they’d be otherwise. So you can trust the process but always ask Marin any questions you have. Marin takes the coaching. Many advisors like to watch replays or check in with clients between sessions but it’s not required.
07
Can this workshop be white-labeled or co-branded with my firm?
Yes, Marin can co-host or be presented as your expert partner.
08
Can this be offered at our retreat or in-person event?
Yes, Marin is available for speaking and live facilitation.
09
Yes, you can follow along with my video tutorials about how to use the Showit templates. Absolutely no coding knowledge required.
To use your design, you will need a subscription to Showit. If you have not already done so, please purchase a subscription to showit.co. You may purchase any subscription you'd like. However; I highly recommend 'Showit + Basic Blog."
Is Showit free to use or do I need to purchase a subscription?
Yes all the colors can be changed. For that matter, all fonts, graphics, photos, layouts and virtually everything can be changed in Showit. There are literally no boundaries!
Can I change the colors? Can I make it look like "me"?
What tools do clients need to use this?
Can I offer this to just one or two clients?
Is this only for clients who are struggling?
What if my clients don’t open up?
What if clients miss a session?
How does this integrate with the financial plan I've already built?
Beautifully. Joyful Budgeting™ isn’t financial planning or estate strategy. It’s cash flow coaching that reinforces the plan you’ve already developed. Marin helps your clients build habits, emotional understanding, and decision-making confidence around everyday spending. When bigger shifts arise, they come back to you ready to implement with intention.
Do I need to attend the sessions?
Can this workshop be white-labeled or co-branded with my firm?
Can this be offered at our retreat or in-person event?
Q
&
A
Frequently asked Questions
What tools do clients need to use this?
Can I offer this to just one or two clients?
Is this only for clients who are struggling?
What if my clients don’t open up?
What if clients miss a session?
How does this integrate with the financial plan I've already built?
Just internet access and willingness to show up honestly. We use YNAB (You Need A Budget) for the automated cash flow system, and each participant gets a 90-day trial. After the trial, clients have the option to continue using YNAB for $14/month or $109/year. Alternatively, they can implement their joyful budget into their preferred platform.
Yes, you can follow along with my video tutorials about how to use the Showit templates. Absolutely no coding knowledge required.
To use your design, you will need a subscription to Showit. If you have not already done so, please purchase a subscription to showit.co. You may purchase any subscription you'd like. However; I highly recommend 'Showit + Basic Blog."
Is Showit free to use or do I need to purchase a subscription?
Yes all the colors can be changed. For that matter, all fonts, graphics, photos, layouts and virtually everything can be changed in Showit. There are literally no boundaries!
Can I change the colors? Can I make it look like "me"?
Do I need to attend the sessions?
Can this workshop be white-labeled or co-branded with my firm?
Can this be offered at our retreat or in-person event?
Q
&
A
Frequently asked Questions
What tools do clients need to use this?
Can I offer this to just one or two clients?
Is this only for clients who are struggling?
What if my clients don’t open up?
What if clients miss a session?
How does this integrate with the financial plan I've already built?
Each series includes up to 25 clients, so you’re welcome to offer it broadly, or just to the clients who need deeper behavioral support right now. It’s flexible by design.
Yes, you can follow along with my video tutorials about how to use the Showit templates. Absolutely no coding knowledge required.
To use your design, you will need a subscription to Showit. If you have not already done so, please purchase a subscription to showit.co. You may purchase any subscription you'd like. However; I highly recommend 'Showit + Basic Blog."
Is Showit free to use or do I need to purchase a subscription?
Yes all the colors can be changed. For that matter, all fonts, graphics, photos, layouts and virtually everything can be changed in Showit. There are literally no boundaries!
Can I change the colors? Can I make it look like "me"?
Do I need to attend the sessions?
Can this workshop be white-labeled or co-branded with my firm?
Can this be offered at our retreat or in-person event?
Q
&
A
Frequently asked Questions
What tools do clients need to use this?
Can I offer this to just one or two clients?
Is this only for clients who are struggling?
What if my clients don’t open up?
What if clients miss a session?
How does this integrate with the financial plan I've already built?
Not at all. While it’s especially powerful for clients in transition (like divorce, inheritance, or retirement) and those navigating sudden wealth, high-functioning clients often benefit just as much. The ones who say they’re “fine” may be masking perfectionism, people-pleasing, or high-functioning anxiety. This series helps all clients reduce emotional friction, deepen clarity, and build sustainable habits around money.
Yes, you can follow along with my video tutorials about how to use the Showit templates. Absolutely no coding knowledge required.
To use your design, you will need a subscription to Showit. If you have not already done so, please purchase a subscription to showit.co. You may purchase any subscription you'd like. However; I highly recommend 'Showit + Basic Blog."
Is Showit free to use or do I need to purchase a subscription?
Yes all the colors can be changed. For that matter, all fonts, graphics, photos, layouts and virtually everything can be changed in Showit. There are literally no boundaries!
Can I change the colors? Can I make it look like "me"?
Do I need to attend the sessions?
Can this workshop be white-labeled or co-branded with my firm?
Can this be offered at our retreat or in-person event?
Q
&
A
Frequently asked Questions
What tools do clients need to use this?
Can I offer this to just one or two clients?
Is this only for clients who are struggling?
What if my clients don’t open up?
What if clients miss a session?
How does this integrate with the financial plan I've already built?
Marin has worked with clients from all kinds of backgrounds and personalities. She's known for creating a safe, welcoming space that encourages clients to "go there,” while also honoring each person’s unique timeline and process. This isn’t therapy, but it is emotionally intelligent and rooted in financial psychology to help clients open up when they’re ready.
Yes, you can follow along with my video tutorials about how to use the Showit templates. Absolutely no coding knowledge required.
To use your design, you will need a subscription to Showit. If you have not already done so, please purchase a subscription to showit.co. You may purchase any subscription you'd like. However; I highly recommend 'Showit + Basic Blog."
Is Showit free to use or do I need to purchase a subscription?
Yes all the colors can be changed. For that matter, all fonts, graphics, photos, layouts and virtually everything can be changed in Showit. There are literally no boundaries!
Can I change the colors? Can I make it look like "me"?
Do I need to attend the sessions?
Can this workshop be white-labeled or co-branded with my firm?
Can this be offered at our retreat or in-person event?
Q
&
A
Frequently asked Questions
What tools do clients need to use this?
Can I offer this to just one or two clients?
Is this only for clients who are struggling?
What if my clients don’t open up?
What if clients miss a session?
How does this integrate with the financial plan I've already built?
Recordings are available for 90 days post-program.
Yes, you can follow along with my video tutorials about how to use the Showit templates. Absolutely no coding knowledge required.
To use your design, you will need a subscription to Showit. If you have not already done so, please purchase a subscription to showit.co. You may purchase any subscription you'd like. However; I highly recommend 'Showit + Basic Blog."
Is Showit free to use or do I need to purchase a subscription?
Yes all the colors can be changed. For that matter, all fonts, graphics, photos, layouts and virtually everything can be changed in Showit. There are literally no boundaries!
Can I change the colors? Can I make it look like "me"?
Do I need to attend the sessions?
Can this workshop be white-labeled or co-branded with my firm?
Can this be offered at our retreat or in-person event?
Q
&
A
Frequently asked Questions
How does this integrate with the financial plan I've already built?
What tools do clients need to use this?
Can I offer this to just one or two clients?
Is this only for clients who are struggling?
What if my clients don’t open up?
What if clients miss a session?
How does this integrate with the financial plan I've already built?
Nope. You have enough on your plate, Marin has it covered. You can relax while Marin represents you and your firm well. She is professional, purposeful, and cares about your clients as much as you do. Honestly, if you show up, your clients may not be as honest as they’d be otherwise. So you can trust the process but always ask Marin any questions you have. Marin takes the coaching. Many advisors like to watch replays or check in with clients between sessions but it’s not required.
Yes, you can follow along with my video tutorials about how to use the Showit templates. Absolutely no coding knowledge required.
To use your design, you will need a subscription to Showit. If you have not already done so, please purchase a subscription to showit.co. You may purchase any subscription you'd like. However; I highly recommend 'Showit + Basic Blog."
Is Showit free to use or do I need to purchase a subscription?
Yes all the colors can be changed. For that matter, all fonts, graphics, photos, layouts and virtually everything can be changed in Showit. There are literally no boundaries!
Can I change the colors? Can I make it look like "me"?
Do I need to attend the sessions?
Can this workshop be white-labeled or co-branded with my firm?
Can this be offered at our retreat or in-person event?
Q
&
A
Frequently asked Questions
How does this integrate with the financial plan I've already built?
What tools do clients need to use this?
Can I offer this to just one or two clients?
Is this only for clients who are struggling?
What if my clients don’t open up?
What if clients miss a session?
How does this integrate with the financial plan I've already built?
Yes, Marin can co-host or be presented as your expert partner.
Yes, you can follow along with my video tutorials about how to use the Showit templates. Absolutely no coding knowledge required.
To use your design, you will need a subscription to Showit. If you have not already done so, please purchase a subscription to showit.co. You may purchase any subscription you'd like. However; I highly recommend 'Showit + Basic Blog."
Is Showit free to use or do I need to purchase a subscription?
Yes all the colors can be changed. For that matter, all fonts, graphics, photos, layouts and virtually everything can be changed in Showit. There are literally no boundaries!
Can I change the colors? Can I make it look like "me"?
Do I need to attend the sessions?
Can this workshop be white-labeled or co-branded with my firm?
Can this be offered at our retreat or in-person event?
Q
&
A
Frequently asked Questions
What tools do clients need to use this?
Can I offer this to just one or two clients?
Is this only for clients who are struggling?
What if my clients don’t open up?
What if clients miss a session?
How does this integrate with the financial plan I've already built?
Yes, Marin is available for speaking and live facilitation.
Yes, you can follow along with my video tutorials about how to use the Showit templates. Absolutely no coding knowledge required.
To use your design, you will need a subscription to Showit. If you have not already done so, please purchase a subscription to showit.co. You may purchase any subscription you'd like. However; I highly recommend 'Showit + Basic Blog."
Is Showit free to use or do I need to purchase a subscription?
Yes all the colors can be changed. For that matter, all fonts, graphics, photos, layouts and virtually everything can be changed in Showit. There are literally no boundaries!
Can I change the colors? Can I make it look like "me"?
Do I need to attend the sessions?
Can this workshop be white-labeled or co-branded with my firm?
Can this be offered at our retreat or in-person event?
Q
&
"The instant impact was learning to find the psychological root of why I look at money the way I do, embracing it, and changing the narrative for the good."
★★★★★
coaching client
"I have done different forms of coaching in the past that paled in comparison to working with Marin."
★★★★★
"Marin's coaching gave me a sense of clarity and control, helping me feel more grounded and intentional about my choices. I can now prioritize what truly matters to me"
★★★★★
Group participant
"I have no doubt this is what will be pivotal in my success."
★★★★★
coaching client
Group participant