GOALS, GUTS & GLORY: HOW TO PUT TOGETHER A FINANCIAL PLAN YOU'LL ACTUALLY USE
August 30 • 6:30 - 8:30pm
PLEASE RSVP FOR THIS EVENT AT THE LINK BELOW:
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:
1) YOUR GOALS: What do you really want to accomplish in the next 3 years? 5 years? 10 years? What really matters to you?
2) THE GUTS: 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. The guts 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 negotiate raises and rates, analyze your spending without a budget, save automatically, start investing with any amount of money, and whether or not you really need that insurance.
3) THE GLORY: 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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