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Firming Up Your Financial Foundation
Audience Value: Strategies to create a financial plan that will aligns with your individual priorities.
Presentation: Certified Financial Planner, Financial Advisor
Content:
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Why is financial planning important?
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What is financial planning?
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When should you start a financial plan?
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How do you start a financial plan?
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What are the key components of a financial plan?
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What are your next steps?
Presentation: Financial Wellness Consultant
Content:
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Creating a spending plan that works for you (and your family)
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Your $1000 emergency fund
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Paying this month's bills with last month's earnings
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Pay off unsecured debt
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Snowball debt repayment strategy
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Save 3-6 months emergency fund
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Saving for a down payment
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