10 Point Financial Health Check

10 Point Financial Health Check

During this course, we will address all the key areas you need to have in place in order to have a sound grasp of your financial well-being. Do you know how much you spend monthly? Do you know what type of insurance you have in place and why? Do you have an emergency fund? Why is that important? Do you have money goals? Do you understand how and why your money is invested in the way it is? Do you have an estate plan in place?

As a seasoned Personal Finance Expert, Anna Knight, we walk you through a series of such questions to have you reflect on the areas of your financial affairs that you have to revisit or address. Only when all the pieces of your financial life are brought together, can you achieve peace of mind, knowing that you and your family are enjoying daily life, being protected from unforeseen events, and are paddling towards your short, mid-range and long term money goals.

This is a hands-on learning course, and it is presented with a follow-along questionnaire that you can turn into your action plan.

Remember, knowledge alone does not guarantee results, you need to put action behind what you learn.

Ensure that all the areas of your finances are working to help you grow and protect your wealth.

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What you will learn

• Review of ALL areas each individual and/or family should address to achieve financial well being
• How different areas of money management fit together
• Steps to get started on your way to financial well being

Rating: 0

Level: All Levels

Duration: 1 hour

Instructor: Anna Knight, CFP