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


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.

About Pam Capalad:

Pam Capalad cropped

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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