Breaking financial management tasks into monthly activities will make it easier and more likely that you will manage your financial resources. Each month, we highlight a topic and provide our members the worksheets and guide to completing the review along with access to specialists who can answer your questions. We then refer you back to your own advisors armed with the information you need to manage that aspect of your finances. Once you have learned it, you can efficiently and effectively manage your finances in less than 3 hours a month. Many people could cut months off of how long they have to work or take more vacations if they more effectively managed what they already have!
The highlighted topic is your homework for this month. Sign into the Members section for the details and to register for a class or listen to the recording.
ACTION CALENDAR:
JAN: Paperwork management
FEB: Annual Year End Financial Summary (Net Worth, Budget, Account List)
MAR: Investment Review
APR: Taxes
MAY: Life, Disability & Health Review
JUN: Liability Insurance Review
JUL: Retirement Projection
AUG: Other goals review
SEP: Estate Planning
OCT: Employee Benefits Review
NOV: Tax Review Planning
DEC: Annual Spending Plan Review
These monthly sessions are held 3 times a month. A recorded session is posted under the members only section if you are unable to attend a live session. The homework assignment is posted each month in the members only section so you know what information you need to have ready. As you are working through your assignment, you can chat with an expert on any questions.
We make it easy to tackle the tough subjects so your financial decisions are easy to understand and implement! Remember, we sell no products so we have no vested interest in steering you anyway except the one right for you.
