Learn how to define your own financial vision to guide you in establishing money goals you can actually achieve. I also discuss the importance and purpose of financial goals, and what to do when your plans don’t go as planned.
Learn the importance of budgeting and saving, the components of a budget, and steps to begin. Understand the difference between needs and wants and apply those to your own spending patterns. Learn how to create a financially sound plan for major purchases and how planning can make a difference in your lifestyle.
If your audience’s needs are different than what is presented above, please contact me to customize a talk that is more suitable.