Invest in yourself –
Bring your finances in line with your dreams
Our Small Group Eight Hour Interactive Workshop provides you with:
A Personalized Spending Plan
Bring personal financial records to the workshop
Leave with a personalized budget and plan of action
A Personal Financial Organizational Kit
Syllabus / Workbook
All worksheets used in class on CD
Personal Daily Budget Map
Group and Private Workshops
Our Group workshops are open to the public and held in a public venue. The Private workshops offer a more intimate setting with you and your spouse (optional).
Two Additional Hours of Free Consultation A $150 Value!
The workshops are small and intimate and you will have the opportunity to ask personal questions privately. Even though you will leave the workshop with your completed spending plan in hand, I realize that there may still be some questions that you will have.
These two hours of free consultation can be used at your discrepancy, and can be used all at one time or broken into 15 minute time segments. There is no expiration date.
Any time that you are ready to make the change from
"Your Finances Controlling You"
"You Taking Control of Your Finances",
is the "Perfect Time" to start "Your Spending Plan"!
Who can benefit from our Workshops?
Families and individuals wanting to:
Stop Living from Paycheck to Paycheck
Build Wealth not Debt
Set Goals and Plan for the Future
Bring their current Finances in line with their Goals
If you are a High School Student, College Bound Student, presently in college, an Engaged Couple, Newlyweds, or Planning a Family, you are about to embark on a new journey in life. Perhaps you will be in charge of your finances for the first time, or will be undertaking some new responsibilities. . . . What better time to initialize a "Spending Plan" designed to help you stay on track and reach your goals!
Reserve your space now!Call 760-788-5900