Most of us know we need a budget, yet few of us use one. This may partly explain why 60% of Americans live paycheck to paycheck and 70% of Americans feel stressed about their personal finances. Achieving financial security and peace of mind requires informed, active management of your personal finances. Using a budget is a big step towards achieving this goal.

Program:

The first session, Educate, will focus on saving, spending and building wealth. The second session, Activate, will focus on using a budget worksheet along with Simplifi, a personal finance tool from Quicken. Attendees can register for either Educate or Educate and Activate.

The fee for the two session program is $75. This may be too much for some. In that case, please email me and I’ll provide a discount code. The program is for anyone seeking financial security and peace of mind.