[ad_1]
Chalk Discuss: Money Move Planning
on Mar 2, 2023
“MainStreet Chalk Discuss”
The MainStreet Monetary Planning Dialogue Membership
When: Tuesday 3-21-23 at 7:30pm Jap; 4:30pm Pacific
~30-45 minutes
Recorded and in a position to retrieve for one week
How: Zoom Assembly, Free to ongoing shoppers; $10 for visitors
Electronic mail [email protected] for a replica of the recording.
Money Move Planning
Hosted by: Vida Jatulis, CFP®
Visitor commentator:
Have you ever tried to enhance your money move, however you’ve hit roadblocks or setbacks? Have you ever tried to get began with a plan in your cash, however every part appears too overwhelming…what do you have to sort out first?
This Chalk Discuss is a should for anybody who needs a transparent technique and strong techniques in place to know the place their cash goes. Our visitor commentator Caroleen Verly is the founding father of Untangle Your Cash. She studied Economics at Yale and loves spreadsheets, problem-solving, numbers, and knowledge. Caroleen supplies shame-free and judgment-free assist to her shoppers to allow them to study to handle their cash correctly.
A few of the matters we’ll focus on:
- Mindset
- Making a system that works for you: instruments & getting organized
- Managing the various competing calls for in your cash
- know the place your cash goes
- Balancing wants and needs
- Staying accountable to your plan
- Plus, solutions to all of your fabulous questions!
[ad_2]
