Workshop: Create + Achieve Your Financial Goals

One of the most important parts of your financial plan is your goals. In order to get clarity, peace of mind and reduce your guilt around spending, you have to have clear goals.

That means knowing how much you need for each goal, by when you will achieve it, as well as which goal comes first.

• Is it more important to me to pay off ALL of my student loans before saving for my future home?

• Do I want to aggressively save for retirement (and retire early!) or take an extra vacation each year?

Understanding this makes everything else fall into place. It provides clarity and confidence in your financial plans and reduces your worry and guilt.

Yes, please. 

During this workshop, I'll help you answer those questions.

I'll walk you through setting your financial goals and what that means for 2021. We’ll also have a Q&A and time at the end to get started.

During this workshop:

• You'll receive a goal setting workbook

• I'll walk you through creating your 2021 goals (this includes how much, by when and which goals)

• You'll learn how to track your progress and integrate this into your plan