Are you financially well?
According to a recent research report, 85% of Americans are anxious about their finances.* In this 60-90 minute workshop, participants will come up with a few personalized, easy next steps you can take right now to get more:
- Control over your daily and monthly finances
- Security to be able to handle an unexpected expense
- Freedom to make choices that allow you to enjoy life
- Confidence that you will meet your long-term, financial goals
Decide for yourself.
We will use a paper version of our Decision Fish app (with play money!) to: set realistic goals for a rainy day fund and long-term savings; create a Happy Budget® that directs your spending to make you happier by design; prioritize debt repayment and investing options; and even weigh insurance options.
We have designed this workshop to give you tools to do it yourself: Decision Fish does not provide investment, accounting, tax or other personalized advice.
This highly-interactive, fun, yet important workshop is ideal for businesses, financial institutions, community organizations, graduate schools and affinity groups interested in building financial wellness and financial literacy. Contact us for more information.
*Source: Northwestern Mutual, “Planning and Progress Study 2016,” March 29, 2017.
Keywords: financial literacy, personal finance, investing, saving, financial wellness