Money Management Meeting 1

Create a Budget

The number one goal of the first meeting is to get you money under control. You need to control your money! Don't let your money control you

Create Financial Goals

Financial goals create a target to shoot at. Without a target how will you know if you are hitting the bulls eye or missing?

Create a Personal Balance Sheet

It is important to understand where you are in your wealth journey to create the plan to guide you.

Budgeting Tools

 

Goals are Dreams with Deadlines

  1. Goals must be specific! 
  2. Goals must be measurable!
  3. Goals must be YOUR goals!
  4. Goals must have a time limit!
  5. Goals must be written down!

Calculate Net Worth 

  1. List and add up all of your assets  
  2. List and add up all of your debts 
  3. Subtract your liabilities from your assets