Financial Essentials, LLC
Teaching Personal Financial Planning Skills
Unbiased Education - Not Sales
How to Organize and Manage Your Finances
Management and organization are keys to achieving your financial goals. We will help you get your finances in order so that you will be able to track what you spend and set realistic savings goals.
Topics for this workshop include:
How to Assess Your Current Financial Situation
How to Analyze Your Income and Expenses
Keeping a Paper Trail
Prioritize Your Spending
Setting Up Spending Goals
Setting Up a Budget You Can Follow
Cheryl L. Bernstein, CFP
Founder
Workshops
