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

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.