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Follow The Money: Strategy

Wednesday May 11
6:00 pm - 7:30 pm

Follow The Money is a 3-part series to prime you for a smooth financial future. This is the 1st in the series (Strategy).

This packed 90-minute seminar will be with our own Donovan Strong as he talks personal financial analysis and creating a fortress budget for your life.

Topics include:

  • Analyzing your Current Situation
  • Where/How to Make Spending Changes
  • Building a (new) Budget
  • The Psychology of Following a Budget
  • How to Use our Budgeting Excel File
  • Mint for Analyzing Expenses
  • Pocket Smith for Projecting/Forecasting Cashflow
  • Basics of Credit
  • Basics of Debt Management
  • Tips on Maximizing Employee Benefits

All attendees will receive our customized budgeting tool, printed notes, and pathways for getting 1:1 assistance to chase down every red cent.

This event is included in your membership.

  • Light pre-packaged snacks will be provided.
  • No guests or non-members are allowed.
  • Children (16 or younger) of members are able to attend.




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Wednesday May 11
6:00 pm - 7:30 pm