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Beyond Budgeting: How to Put Together a Financial Plan You'll Actually Use

Beyond Budgeting: How to Put Together a Financial Plan You'll Actually Use

Event Description

**Please register for this workshop to confirm your spot here:**

Financial planning isn't about spreadsheets, graphs, or charts, it's about getting to the root of what you really value and learning how to use money as a tool to help you reach your goals and live your best life.

In this workshop, we talk through the three stages you'll go through when putting together a financial plan:
YOUR GOALS: What is your current relationship with money? What do you really want to accomplish in the next 3 years? 5 years? 10 years? What really matters to you?

5 AREAS OF FINANCIAL PLANNING: Now that you have a clear idea of where you want to be, let's fill in the steps it will take to get there. We will go through strategies to maximize your money in 5 areas of financial planning: Earn, Save, Spend, Invest, Protect. We'll talk about how to develop multiple income streams, maximize your tax situation, analyze your spending without a budget, save automatically, start investing with any amount of money, and decide what type of insurance you really need.

PUTTING IT ALL TOGETHER: You're probably wondering where in the world you're supposed to start even tackling this to-do list! We'll talk through exactly how to actually implement all the new items on your financial to-do list.

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