Your Financial Journey- Start Where You Are

“Your Financial Journey- Start Where You Are” specifically focuses on recognizing whether your money history, money behaviors, money beliefs are “bags” that can help you on your journey or “baggage” that gets in the way.

We will discuss money matters and explore how a savings plan can support your financial journey.  We will incorporate 60- and 90-day savings goals into a roadmap for your financial future.  There will also be a homework assignment after each session.

Attendee Take-aways: 

Review your spending and organize your financial documents.  What are your actual monthly expenses?  See how your “plan” and “actual” numbers match up and adjust as needed.

Go to budget builder, complete your budget and identify one thing to do differently to make progress toward your goal.