This interactive small group session will cover the following discussion points:

• Development of Your Financial Why

•  Understanding Your Net Worth

•  Assessing One’s Financial Health (i.e. Pay, Savings, Debt, etc.)

• Knowledge of Financial Tools and the role they play in helping you achieve Financial Goals (i.e.spending plans (budgets), savings, insurance, homeownership, retirement, college savings, etc.)

•  Other Financial Considerations (i.e. health, marriage, children)

 
At the conclusion of this session, you should see immediate short term financial improvement in your
personal net worth.  Additionally, you should understand the financial tools to build a solid financial
foundation as well as learn wealth strategies that can forever change the financial trajectory of
generations to come.