The Finance Bar: Charlotte’s Personal Finance Suite & Mobile Hub

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The Finance Bar offers a fully equipped financial education mobile hub that was inspired and created for the Charlotte community and surrounding areas by Marsha Barnes. Marsha noticed a gap between communities and financial awareness and decided to fill it one mile at a time. The Finance Bar and The Finance Bar Blog are centered around giving tips and actionable items to help the Charlotte community to live a financially confident lifestyle. Your experience with The Finance Bar will be honest, actionable, and resourceful. Marsha will be with you every step of the way, easing the anxiety you feel when you feel financially overwhelmed and helping you achieve the financial lifestyle that helps you feel secure and confident!

Purpose

z fanThe mission of The Finance Bar is to transform financial mindsets by offering on-site financial education to employees, students, and within areas that are often untapped and under-served.

“Personal finances have been dear to my heart for many years. As such I found that it was necessary to provide a platform that was easy for people to understand and navigate. Finance is one topic that we often don’t see in the media and as a result, our level of education around it is limited,” says Marsha. The Finance Bar fills that gap.

 

Services

Marsha is a Certified Financial Social Worker, Certified Financial Educator, and Certified Credit Report Reviewer.

Marsha offers:

  1. Personal finance coaching for singles or couples including pre-marital counseling.
  2. The Finance Bar virtual Members club for women
  3. Workshops for corporations and educational institutions
  4. A Personal finance mobile Hub that allows us to travel and educate students on financial awareness.
  5. Speaking engagements 
  6. A website blog

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Types of Coaching

One on One Coaching:

  • Monthly exclusive membership: 2 hours of coaching per month
  • Access to me—virtually or locally (Charlotte, NC)
  • Quarterly assessments to monitor goals
  • Workbook (hard copy)
  • Laminated wall chart to track notes, goals and to set appointments and reminders
  • Spacious canvas tote to keep your coaching materials organized

Couples Coaching:

  • Monthly exclusive membership: 2 hours of coaching per month*
  • Access to me—virtually or locally (Charlotte, NC)
  • Quarterly assessments to monitor goals
  • Workbook (hard copy)
  • Couples wall chart to track notes and goals and to set appointments and reminders
  • Spacious canvas tote to keep your coaching materials organized

Pre-marital Finance Coaching:

  • Six, 60-minute sessions
  • Access to me-virtually or locally (Charlotte, NC)
  • 6-month checklist to keep you on track with building a secure financial future
  • Workbook (hard copy)
  • Couples wall chart to set a simple and strong foundation for planning your present and future finances together.

Financial Mediation for Families:z fam.JPG

  • One 60-minute session
  • Access to me—virtually or locally (Charlotte, NC)
  • An assessment map with actionable items that will help you make informed decisions easily, give you peace of mind, and secure your family’s well-being.

A La Carte Services:

  • One 60-minute session
  • Access to me—virtually or locally (Charlotte, NC)
  • An assessment map with actionable items for making real progress with your financial goals

Book  your spot in the Finance Suite here!

Why The Finance Bar is different from other financial businesses

The Finance bar was named after the versatility that the business offers. “At a traditional bar people can gain many things. The Finance Bar is not focused on a specific topic or finance strategy we are well versed in a number of topics and wanted to highlight that in our name,” Marsha told us. In addition, The Finance Bar comes to you! Marsha believes that you should meet customers where they are at, literally and in the figurative sense. The Finance Bar also offers free services! There is a 5 Day Money Cleanse available to those wanting to begin their financial journey, but aren’t quite sure where to begin!

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Marsha’s Favorites

Marsha loves to blog on The Finance Bar blog. Her favorite blog topics involve connecting the dots between emotions, our past and money. Aside from blogging and finances, Marsha loves to attend events in Charlotte. Her favorite event has been My Finances are Beautiful, an event hosted by The Finance Bar. She also loves reading and spending time with family.

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The Future of The Finance Bar

The Finance Bar is currently connected online and to our virtual members club for women. “My desire is to grow it into a #1 platform that provides templates, and step by step guidance to take immediate action,” says Marsha.

In the near future this month, Marsha has a few new blog coming out titled:

  •  10 Ways to Create Beautiful Finances
  • How to Know When You’re Ready to Invest
  • Your Emotions
  • Your Finances
  • and more

The impact of starting The Finance Bar

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When asked how Marsha’s life journey has impacted the start of her business and blog she responded, “TREMENDOUSLY. The blog has allowed me to partner with National and well-respected brands that I never dreamed would be possible”. In addition to the opportunity The Finance Bar has brought Marsha in business adventures, it has also kept her honest about her own personal finances.

The Finances Bar was started by Marsha to meet a very important need in our community. “I love the reactions from my city and people in other states from my blog. I write to tell the truth behind the importance of finances. This information needs to be shared,” says Marsha.
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Contact The Finance Bar

Email: hello@thefinancebar.com

Don’t forget to add The Finance Bar on social media!

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Twitter: https://twitter.com/thefinancebar

Facebook: https://www.facebook.com/TheFinanceBar/

Pinterest: https://www.pinterest.com/TheFinanceBar/

Instagram: https://www.instagram.com/thefinancebar/

Download the mobile app!

 

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