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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
  • Why is financial planning important?
  • What is financial planning?
  • When should you start a financial plan?
  • How do you start a financial plan?
  • What are the key components of a financial plan?
  • What are your next steps?

Presentation: Financial Wellness Consultant

  • Creating a spending plan that works for you (and your family)
  • Your $1000 emergency fund
  • Paying this month's bills with last month's earnings
  • Pay off unsecured debt
  • Snowball debt repayment strategy
  • Save 3-6 months emergency fund
  • Saving for a down payment
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