Money Talks Workshop: Integrity, Boundaries & Consent
MX$0.00

Tuesday, August 4th @ 5pm PST

We'll talk about almost anything before we'll talk about money.

A free 60-minute conversation about the part of personal finance no spreadsheet covers: how to talk about it. Honestly, on your own terms, without the dread. Hosted on Google Meet.

You know the moment.

The stomach-tightening one. Not because of the money, but because you don't know how to have the conversation. Avoiding it rarely prevents the conflict. It usually just delays it.

"The dinner bill lands in the middle of the table."

You had a salad. They had the tasting menu. Everyone is looking at the check like it's radioactive.

"A family member asks for a loan."

You love them. You also know how this went last time. And "no" feels impossible to say out loud.

"A partner wants to move in together."

You're excited. You're also quietly wondering who pays for what, and whether asking makes it less romantic.

"The destination wedding invitation arrives."

You want to celebrate them. You don't want to spend a mortgage payment doing it. Both things are true.

This isn't a budgeting class.

It's about the conversations underneath the numbers, with your partner, your family, your friends, and yourself. In one hour, you'll walk away with:

The Words

Language for the conversation you've been putting off

Real phrases you can actually say out loud, so the talk you've been rehearsing in the shower finally happens in real life.

The Boundary

How to set financial boundaries without guilt or a fight

Saying no to a loan, a trip, or an "obligation" without blowing up the relationship or abandoning yourself.

The Framework

A playbook for group trips, gifts, and "we're all just splitting it" moments

So the group chat stops costing you money you never actually agreed to spend. Friendships can survive financial discussions.

The Clarity

A clearer sense of where your spending and your values line up

Because financial confidence isn't just understanding investments. It's being able to communicate honestly about what matters.

  • 5 Relationships Where Money Matters Most:

  • 01

    ROMANTIC RELATIONSHIPS

  • 02

    FAMILY

  • 03

    FRIENDS

  • 04

    YOURSELF

  • 05

    YOUR COMMUNITY

YOUR HOST

The financial advisor who surfs before her morning meetings

Briana D’Esposito

Hi, I'm Briana D'Esposito, founder of Oleada Financial. I'm a fee-only fiduciary, former private equity professional, ocean lover, and someone who believes financial planning should support your life, not consume it.

Over six years as an advisor, I've helped clients navigate career changes, stock compensation, entrepreneurship, home purchases, relationships, and major life transitions. And one thing shows up again and again: the biggest financial challenges are usually communication challenges.

That's exactly why I created Money Talks. Because in my experience, the hardest part of money isn't the math. It's the conversation.

Fee Only Fiduciary | Former Private Equity | 6+ Years Advising Clients Nationwide

Still have questions? Take a look at the FAQ or reach out anytime. If you’re feeling ready, go ahead, and register for the 60-minute conversation: Money Talks: Integrity, Boundaries & Consent. It’s free.

Your Questions, Answered