Did you resolve to take charge of your personal finances this year but don’t know how? Does tax season have you in a cold sweat? Afraid your student loans will outlive you? Then this class is for you. Join me for a low-stress, relatable workshop where I cut through the b.s. and give you practical advice and useful tips to help you secure a more stable and flexible financial future. I aim to remove the fear and helplessness surrounding money management and empower you to take charge.
This class is geared toward women-identified folks, but all are welcome. Anyone holding student loan and/or credit card debt, struggling to build a savings account, or dealing with stagnant income would benefit from this class. Discussion topics will include:
Demystifying Money Management
Important Soft Skills
Expense Categorization & Tracking
Creating a Sustainable Budget
Practical Math and How-tos
Real Talk on Debt and Retirement
Short and Long Term Goals
Ideas to Increase Income
Note: investing and investment products outside of retirement accounts will not be discussed--stay tuned 2.0 and up classes!
Credentials/disclaimers: Kate is not a CPA or CFA. She does, however, have 10 years of financial industry experience and holds FINRA Series 7 and 24 licenses. For further cred, she has saved one year's rent, has no credit card debt, and is three payments away from student loan freedom.