DESIGNED FOR INDIVIDUALS & COUPLES STRIVING TO BETTER UNDERSTAND WHERE THEY ARE TODAY AND WHERE THEY WOULD LIKE TO BE FINANCIALLY.
Next Course Dates: TBD. Please contact us if you are interested in registering for this course.
This three-session course focuses on the fundamentals of personal finance and the financial prioritization needed to help best stabilize your life for financial success. NOTE: this course will only touch on debt and is NOT focused on debt reduction strategies.
You will accomplish the following with the completion of this course:
- Identify your current net worth
- Understand your cash flow
- Identify proper levels for individual emergency funds and sinking funds
- Learn about lifestyle inflation and how to manage your personal “waterline”
- Gain an understanding of available retirement and investment accounts
- Set realistic financial goals based on what is most important to you
- Establish actionable steps to work toward completion of your financial goals
Congrats on taking a step forward with your finances. Please contact us if you have any questions or would like to inquire about setting up an individual or private, small-group lesson.
