You are the bag™️

Money Mindfulness Coaching framework

We go beyond financial literacy because what is literacy without comprehension and the ability to execute?

Our 4-part workshop fuses research and culture to take you from financial literacy to comprehension, application, and execution. Our unique approach is rooted in holistic personal development by using human, cultural, and psychological capital, emotional intelligence, and cognitive behavioral development to teach high-performing money habits.

Each session is engaging and proactive, filled with stories, real-life applications, and humor. Our approach helps develop economic self-efficacy by teaching behavioral finance and the foundations of money management, resulting in generational life transformation.

4- part framework

I am the Bag. You are the Bag. We are the Bag.

  • I am the Bag

    Believing that you are an asset and your purpose is your biggest form of capital is essential. Each session starts with building a foundation on an individual’s life mission, vision, purpose, gifts, and talents. This foundation provides clarity, self-worth, and confidence.

  • Know YOUR bag

    Knowing the rules of the money game is necessary if you want to win. This session takes a deep dive into the language of money and how the systems are designed in order to take you from literacy to comprehension.

  • Secure the bag

    Securing the bag is about utilizing your gifts, talents, passions, and purpose in order to create a profit. This session covers the beauties of a traditional job and the realities of entrepreneurship, and how to know which is right for you.

  • Leverage the bag

    Being able to multiply your money is a key to generational freedom. This session covers how to utilize your funds to create more for yourself and for generations to come.

Topics Covered

Behavioral Finance

Money execution strategies

banking & Credit system

Entrepreneurship & 8-5’s

Leasing vs. Financing

Healthy money habits

Real-estate Investing

generational wealth vs. Generational Freedom

Delivery Methods

You are the Bag™️ Money Mindfulness lessons can be taught in various forms to all age groups. Dr.Rees utilizes group/age-appropriate examples to ensure the messaging is digestible and applicable.

  • Assemblies

  • Multiday Workshops & training’s

  • 1:1 coaching