Those who dedicate their careers to serving others often have limited opportunities to focus on their own financial well-being. This workshop provides an introduction to the essential building blocks of personal finance, including budgeting, saving, credit, debt management, and goal setting. Participants will gain practical tips and simple strategies for creating healthy financial habits that promote greater financial confidence and long-term stability. The session is designed for all experience levels and emphasizes realistic, actionable steps that fit a variety of financial situations.
This workshop is intended for advocates and other service providers.

Presenter:

Alex DelCollo is a Financial Advisor at Diamond State Financial Group, where she works with individuals, families, business owners, and nonprofit organizations to help them navigate complex financial decisions with clarity and confidence.

Her approach to financial planning is rooted in relationships, education, and meaningful conversations around long-term goals. She is particularly passionate about helping nonprofit leaders, mission-driven individuals, and donors align financial planning with long-term impact and philanthropic goals. Her work often includes retirement planning, investment management, charitable giving strategies, and broader financial planning conversations centered around values, sustainability, and future planning.

Alex is actively involved in the nonprofit community and is passionate about helping organizations strengthen financial sustainability and donor engagement through strategic financial conversations.