Goals, Guts, and Glory: How to Put Together a Financial Plan You'll Actually Use | Online

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.

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