- reduce stress
- develop a stronger, more empowered relationship with your financial advisors
- improve your relationship with your spouse and family
- achieve your goals
- feel more powerful and self-sufficient
Through the process of building a financial plan, you will learn more about yourself – what motivates you, what stops you from taking control of your money – and how best to structure your finances in a way that suits your individual psychology, needs and circumstances. You will also learn the language of money and what you steps you need to take so you can rest easy that you have taken care of all aspects of your personal finances.
Who exactly is this workshop for?
You are a professional woman, an entrepreneur or stay at home mom who wants to feel more confident and secure knowing that you will have the money you need to retire comfortably, to enjoy your work and family without feeling financial pressures and to have money left over for you. Specifically,
- You may be experiencing or contemplating a life transition like a career change, marriage, having children, or retirement and you aren’t sure what the impact will be on your finances. With so much uncertainty, you may be finding it hard to make decisions and it might feel like money (or the lack of it) is throwing cold water on your plans.
- Or, you may never have taken an active role in managing your (or your family’s) finances, but realize that it’s time to get more involved with your money either through desire to take charge or because of a life change such as divorce or death of a spouse.
- You may be tired of feeling stressed about money and are ready to take charge but you aren’t sure where to start, where to turn or who to trust.
If any of these are true for you, this workshop may be what you’re looking for.
I already work with a financial advisor, why do I need to Build My Own Financial Plan?
Even if you work with a financial advisor, or are looking for one, learning the basics of financial planning and being actively involved in creating your own financial plan will enable you to delegate, not abdicate responsibility for your money and help you become a more discerning consumer of financial products and advice.
What can I expect from Build Your Own Financial Plan?
1) You will learn how to take charge of your money in a way that is integrated with your values, goals, relationships and life direction. And you will have the tools and skills to know:
- What questions to ask other financial professionals
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Where your money goes
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How to get ahead financially
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What you need to do to retire comfortably
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Whether you can afford to work part-time, have a baby, start your own business
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How to manage money if you are widowed or divorced
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How to resolve money conflicts with your partner
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How to judge whether your investment advisor is doing what's best for you
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Whether to put money into RSP's or pay down the mortgage
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How to finance your children's education
2) You will have a written financial plan that you create step by step that includes:
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A clear picture of your life and financial goals
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A spending and savings plan that is easy to follow
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Strategies to pay off debt
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How to analyze your investments and action steps to build a better investment mix
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Retirement projections that show you what you need to retire comfortably
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A review of your insurance and whether you have enough or too much
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Why you need a will, power of attorney and health care directive and how to get one
3) You will feel more confident selecting and working with your financial advisors (bankers, accountants, investment advisors, lawyers)
4) You will have peace of mind and a plan in place to achieve financial freedom and security
5) You will have the opportunity to ask specific questions relating to your unique personal and financial circumstances
How does the Build Your Own Financial Plan program work?
The program is highly interactive and hands-on and is designed to not only help you learn the basics of financial planning, but to give you the skills, tools, tips and techniques to take immediate action with your money.
Classes run over 3 months and are facilitated by Karin & Sheila, experienced financial planners and educators. You will also get a 138 page learning guide that distills all of the most important financial concepts in concise, practical, easy to understand language. It also includes stories, resources, and a CD with all the worksheets you need to build your financial plan.
We know how busy you are so we’ve designed the program to break up complex topics into manageable pieces so you can integrate the information slowly and consistently. That’s why we meet every few weeks so you have time in between the classes to read and integrate the new material, work on the worksheets and be prepared with your questions for the following class.
This way you don’t just get a bunch of information and worksheets that end up sitting on your desk, you get the structure and accountability to help make sure you get organized with your money - once and for all.
Each class follows a similar format – We review the key concepts and “homework” relating to the session, facilitate discussion and Q&A, work on exercises individually and in groups and then go over what you need to do for the next session.
Karin and Sheila are co-facilitators of the program and sessions are facilitated by one or both instructors. We are available before and after the sessions to answer questions privately if you would prefer not to participate in class discussions.
Workshop Location and Details
Next Session: Every second Thursday from October 1st - December 10th, 2009
For Course Outline, click here...
Contact Sheila or Karin to register or click here for details on the free Build Your Own Financial Plan Preview Teleclass.
Thinking about taking the program but prefer to learn from the comfort of your home or office? Click here to check out our Build Your Own Financial Plan Teleclass program.
* According to survey published in 2006 by Allianz, a US insurance company.
