ABOUT THIS EVENT
Event Category
Education
Event Overview
You're smart, you're successful, but you know you need to get a better handle on your money. Maybe you’ve tried the DIY route, read a couple books, downloaded some apps, but nothing seems to stick. You’re not quite ready to work with a financial advisor either. You Got This Workshop combines the best of both worlds. As long as you're a lady and you're ready to get real about your money, we can help you help yourself.
This is a hands-on workshop where, with the guidance of a financial professional, you will complete your own personalized financial roadmap that includes:
- Prioritized goals,
- A statement of net worth,
- A budget built around what’s important to you,
- A plan to pay down debt,
- A strategy for saving, and
- A new outlook on your future with money
No pre-work, no homework. We provide the guidance and the tools, all you need to do is sign up and show up.
You got this. For reals.
What to Bring
credit and/or debit card statements, lunch if necessary
Minimum age
All ages welcome
What's Provided
Worksheets, writing utensils, snacks and beverages
Cancellation PolicyLocation
There are currently no upcoming dates scheduled for this Dabble. Log in to an account message the host or add to your bucket list to be automatically notified when new dates are posted.
MORE ABOUT YOUR HOST
Like a lot of people, Jess struggled to manage her money. Despite her stellar career that came with a solid salary, she was constantly wondering where her money was going every month, dissatisfied with her income and feeling hopeless when it came to her growing debt. She tried the DIY route – she read books and blogs, but nothing really stuck. She chatted with a couple financial advisors, but the meetings were intimidating and their fees were hard to stomach.
Then Jess ran into Chels.
Chels is a CERTIFIED FINANCIAL PLANNER™ and Registered Investment Advisor who was holding free monthly money chats for women. And while the topics of these discussions were always based on money, the heart of the dialogue was around something Jess never considered when it came to finances – her emotions, biases and innate beliefs about money. As an Experience Designer, Jess knew there was something special about this approach to financial advice. And it was here that Peanut Butter Jelly Time was born.
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