Expert, Caring, Guided Help is Just 1 Step, 1 Tool, 1 Hour Away
Go From Money Stress and Overwhelm to a Peaceful, Joyous and Abundant Life…
Discover Exactly How to Achieve Your Dreams…With These 4 Simple, Yet Highly Effective Tools!
Practical Learning that WORKS!
Your 1 Hour IMPACT Toolkit:
- Tools and Programs customized to YOUR Goals
- Live group training with Q&A sessions
- Hands-on learning, with understandable examples
- Progress sessions to keep you on track
- Interactive community for support
- You are not in this alone!
- Money Basics to Mastermind courses
Quick IMPACT Money Lessons that MATTER!
First: What this Section ISN’T…
This is NOT a magic pill or fairy dust to sprinkle on your money problems that will make everything just go away.
This IS quick, practical ad-hoc lessons which will be led by our resident CPA and qualified counselors:
- Think of it as “Hot Topics” or “Current Events”
- Could cover ANY financial area members need
- Based on your survey responses
- Geared toward common questions and problems in the community
- Archive podcasts and sessions will be available in the Member’s Community
Budget – It’s Not a BAD Six-Letter Word!
A Budget is a KEY TOOL to help YOU realize your Financial Dreams!
In this ToolKit:
- Quick lessons on budgeting for students, couples, families and businesses
- Helpful workbooks, spreadsheets and questions
- Hands-on, Live Sessions with Q&A
- Monthly, Annual and Multi-Year Formats
- Becomes the Cornerstone for the Good Strategy Modules
Long-Term Goals – Home, College, Retirement, etc…
What do YOU want to Achieve in 5- 10 or even 20 Years from Now?
Sometimes in the day-to-day hustle and craziness, we can lose sight of our dreams…
With our Guided Goals Blueprint…make those dreams a reality in 5 actionable steps!
Step 1: Identify those Dreams
Step 2: Set an Arrival Date for Realizing each Dream
Step 3: Break it into a Bite-Sized Pieces Plan
Step 4: Develop and Implement Your Plan
Step 5: Review & Adapt as Needed to Achieve your Dreams