Sophia: Your Money Action Plan Virtual Workshop

Why is it important to take action towards our financial goals?

Achieving our financial goals means that we have the choices to build the lives we want to live: for ourselves and our loved ones.

However, it can be challenging to actually get started or continue in our financial planning and start growing our money to achieve our goals.

So let’s start the year right with a focus on your financial goals in our practical session, “Your Money Action Plan”.

This livestreamed session will cover:

• A review of budgeting concepts & your emergency fund
• Setting financial goals
• Financial planning 101
• Wealth Building Concepts & Asset Classes
• Life Visions Exercise, where you’ll start articulating your dreams and how to execute your financial goals
• Your Money Action Plan

Let’s grow our money and build financial wellness together!