Building a Personalized Plan- January 7, 2021, 4-5pm PST
Start the new year off with a personalized financial plan to get you on track to achieve your financial aspirations.
Make a New Year’s resolution to improve your financial wellness and create a personalized action plan to achieve it. In this free workshop we will translate your aspirations into action by walking through the four financial capabilities to build a plan to manage your money daily, invest in your future, and overcome the barriers that are blocking you from achieving your aspirations.
- Leave with a tangible plan for achieving financial wellness personalized for you
- Gain an understanding of common barriers that might occur and how to overcome them
- Learn tips and tricks for getting help when you aren’t sure what to do or how to do it
- Access to Tools and Resources from SFCU and Mind Over Money to help you build and execute a personalized financial plan