FREE Zoom Workshops!

Money Man provides an overview of the step-by-step system to be presented the next five workshops

Step 1 is “Step on the scale” to document your Income Statement: Income and Expenses.

Step 2 is “Get your lab work done” to document your Net Worth: Assets and Liabilities.

Step 3 is to “Pick a Goal” to decide the most appropriate financial goal.

Step 4 is to “Create a Plan” to determine Spending, Savings, Time Horizons & Risk tolerance. (CFP's charge $2,000+ for this!)