Workshop Breakdown:
Get a jumpstart on your New Year’s resolution to work on your money goals! Join us and get a fresh start on your finances!
- Day 1: Take stock of where you are vs where you want to be and outline a plan to fill the gap
- Day 2: Review your plan and add action steps with personalized guidance (Note: You must attend Day 1 to get the Zoom link for Day2)
DAY 1
1. Your Money Mindset:
- Discover how your money mindset shapes your reality
- Spot the money decisions that are draining your energy and keeping you stuck
- Practical steps for mindset shifts
2. Determine Where You Are, Where You Want to Be, and the Gap:
- What’s your vision — your destination?
- Where are you starting from?
- Calculate the gap and assess what you have available to fill it
3. Create a Plan to Fill the Gap:
- Develop a plan outline
- Set S.M.A.R.T. goals to bridge the gap between now and your destination
- Prioritize your goals and create an action plan
- Develop plans to overcome obstacles that can stop or slow your journey
Day 2
Review and Implement Your New Money
- 30-minute one-on-one sessions to discuss your completed work, provide constructive feedback, and answer your questions
- Use this session to gain clarity and refine your approach so you have a clear path to pursue your financial goals and make your vision a reality
Free Stuff