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We’ll focus on mapping out a top-line view of the four pillars of money and how they apply to your life: resources, commitments, goals, and spending
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You’ll identify your income, assets, and other resources, and list the bills and obligations you pay each month. For this section, it will be helpful to know or have on hand your current income and expense information, for example, your latest W-2 and credit card statements.
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Once we map out what’s coming in and what has to go out, you’ll define your savings and debt-payoff goals and see how they fit into your overall plan. You’ll be able to share your ideas in the chat and be inspired by others’ plans and goals too.
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Then we’ll get into daily spending: what’s left after your expenses and goals, and what’s important for you to prioritize spending on?
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You’ll leave the workshop with a clearer snapshot of where your money is coming from, where it’s going, and how to align it with your goals. My aspiration for you is to leave with a calmer, more grounded sense of your financial picture.