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

Washington, D.C. campuses

GA D.C., 1776
1133 15th Street NW, 8th Floor
Washington D.C. 20005

GA D.C. (Northern Virginia)
2231 Crystal Drive #1000
Arlington VA 22202

Past Locations for this Event

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

Washington, D.C.

Washington, D.C. campuses

GA D.C., 1776
1133 15th Street NW, 8th Floor
Washington D.C. 20005

GA D.C. (Northern Virginia)
2231 Crystal Drive #1000
Arlington VA 22202

Past Locations for this Event

About this event

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 do you really want to accomplish in the next 3 years? 5 years? 10 years? What really matters to you? 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. 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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