Financial Well-being Foundations

Financial Well-being Foundations

Our financial lives are complicated. We are constantly balancing the pressures of work, family, paying bills, and the consideration of whether our consumer choices are sustainably impacting our family’s finances, global communities and the environment.

It is no wonder that most of us are feeling:

• Confused and overwhelmed by the amount of financial information, financial choices and the responsibility for our financial lives that is far greater than it has ever been.

• Incapable and uncomfortable talking about money.

• Ashamed by our high debt levels and spending habits.

• Scared of both scarcity and abundance, not wanting to be a tramp or a Trump.

And instead of celebrating the fact that we are living longer it only further fuels our fear towards our financial futures.

These feelings and internal conflicts that arise around money are inevitable.

But instead of shying away from the discomfort they create why not welcome them as an opportunity to grow within ourselves.

This is where this course comes in…

I will teach you how to use a simple yet effective 3 step process and classic finance/accounting tool so you can feel more confident making money decisions that are in alignment with the life you want to lead.

I will support you to understand your current financial position, how you have been managing it over the past 12 months and to create your own sustainable financial system that is practical and allows you to achieve your financial goals.

I will empower you to redefine and redesign your relationship with money so you can talk about money with your partner and children and navigate the twists and turns of life.

As an accountant (CPA), accounting Lecturer and financial well-being practitioner, I have developed this course to help support you to take control of your finances and make empowered financial decisions.

In this course you will learn how to:

• Determine your holistic financial position (inner and outer resources)

• Understand your current relationship with money

• Define your own financial goals

• Use my personally designed financial well-being worksheet to create a system and budget to achieve your financial goals.

Who might benefit from this Course – Anyone who wants to be empowered with financial knowledge and master their Personal Financial Well-being.

Learn how to take control of your personal finances and master your personal financial well-being

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What you will learn

• Determine their current holistic financial position
• Deeply understand their current relationship with money
• Set financial goals and make informed financial decisions

Rating: 0

Level: All Levels

Duration: 1.5 hours

Instructor: Liz McLardy