Planting a Strong Financial Foundation

Planting a Strong Financial Foundation

Learn to overcome the three main barriers to successful personal financial management--knowledge, time, and discipline. Through this 12-hour course, you will organize your finances, learn and apply basic financial concepts to your personal situation, identify three areas to improve and create a plan to do so. In addition, we will discuss ways to protect assets through insurance and estate planning. Through this process, you will gain knowledge, learn time-saving processes, and establish disciplined routines to reach increased financial health. Through homework, you will create an action plan to achieve two financial goals that you set.