This interactive, action-driven session will teach you how to think of money as a tool (not just a goal!), how to get your financial life in order, and how to create a full financial wellness plan that you can actually follow. Your financial “Wealth Alpha™” is not about money alone: it’s about how you use your assets, relationships, unique knowledge, and other resources to accomplish your goals. Whether you’re just starting your financial journey or an experienced pro looking to hit refresh, we’ll make sure that this is not just another personal finance session.
· Who is on your bus? Who do you still need to add to your Financial Wellness team?
· One way to apply a unique resource to have your goals in the next 30 days.
· How to improve one bad money habit you have - in the next 30 days.