Goals, Guts, & Glory: How to Put Together a Financial Plan You’ll Actually Use

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Financial planning isn’t about spreadsheets, graphs, or charts, it’s about getting to the root of what you really value and learning how to use money as a tool to help you reach your goals and live your best life. In this workshop, we talk through the three stages you’ll go through when putting together a financial plan:

-YOUR GOALS: What do you really want to accomplish in the next 3 years? 5 years? 10 years? What really matters to you?
-THE GUTS: Now that you have a clear idea of where you want to be, let’s fill in the steps it will take to get there. The guts will go through strategies to maximize your money in 5 areas of financial planning: Earn, Save, Spend, Invest, Protect.
-THE GLORY: You’re probably wondering where in the world you’re supposed to start even tackling this list! We’ll talk through exactly how to actually implement all the new items on your financial to-do list.

Pam Capalad cropped

About Pam Capalad:

I’m a Certified Financial Planner™ and I’ve been in the financial industry for over 7 years. I wanted to find a way to help the average person with their finances. I also realized it’s a pretty scary thing for people to face, even though its something we have to deal with every day. One day, I was sitting around a fire pit with a friend and she said she really needed help with her money, but was afraid to talk about it. I said we should do it over brunch. Immediately her shoulders untensed and her eyes lit up. “Yes! Let’s do, like, a brunch and budget!” And the rest is history. Catch me on the internet radio waves or find me on Facebook, Twitter and Instagram.

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