Are you financially well?
According to a recent research report, 85% of Americans are anxious about their finances.* In this 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.
Leave with concrete next steps.
Participantes will leave with a short list of easy yet meaningful next steps on their path to financial wellness.
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.
Our particpants love it:
“I feel as if a lot of people know they need to improve their financial security however, don’t take the action in doing so and the workshop makes you realize the sooner you start the better” – Omar A.
“The content and question framing is extremely important.” – J.P.
“…it’s important to think about long-term financial wellness and develop strategies to meet financial goals and resources.” -Stesha M.
*Source: Northwestern Mutual, “Planning and Progress Study 2016,” March 29, 2017.
Keywords: financial literacy, personal finance, investing, saving, financial wellness