Your Money Game Plan
– this workshop will help you identify those key areas of your financial life that you want to focus on and improve. You’ll understand the “why’s” behind the most common money mistakes, and leave with an action plan to help you achieve financial wellness. Core topics:
Take two surveys to get a benchmark on how you are doing – 1) CFPB Financial Wellness assessment and 2) CSFI Financial Health
What are the four (4) factors of Financial Health?
10 common money mistakes we need to avoid
How to create financial goals using the S.M.A.R.T. technique
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