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Build Your Own
Financial Plan
This 3 month financial coaching program will teach you to build your own financial plan. It is designed for women like you who want to feel more knowledgeable about money and are ready to stop worrying about their financial future!
In this workshop, you will:
- Learn how to take charge of your money in a way that is integrated with your values, goals, relationships and life direction.
- Develop skills to design, implement and maintain your own spending/savings plan, investment program, and retirement & estate plan.
- Learn how to select and manage other financially related professional advisors more confidently (bankers, accountants, investment advisors).
- Develop a financial plan that will provide you with peace of mind and financial security.
- Includes a learning guide to help you develop a personalized financial plan.
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