Our popular Austin DOLLARS AND SENSE LECTUREs provide an overview of our proven 8-Step process to financial security. The hands-on discussion includes:
(1) Obtaining an accurate picture of a person’s financial situation – their net worth
(2) Forming an estimated retirement budget to see how much they will need
(3) Discussing the importance of an Emergency Fund
(4) Determine how much money is actually coming in and how much is going out
(5) Take an honest look at spending habits and compare to recommended averages
(6) Review debt and discuss a plan to pay it off
(7) Evaluate retirement and/or college fund savings
(8) Importance of a personalized budget in reaching financial security in retirement
Each audience member is provided a 20-page workbook. Then Austin’s best financial advisor and money coach guides everyone step-by-step to complete the worksheets inside. The completed workbook provides each participant with an excellent overview of his or her current financial situation, along with tips on how to work towards financial freedom.
As Austin’s best Financial coach, we will provide:
- The SKILLS to build a personalized financial budget.
- The KNOWLEDGE that an Emergency Fund plays a major role in your financial wellbeing and the HELP to set one up.
- A SYSTEM to start paying down your credit card debt and school loans and the GUIDANCE in creating your Snowball Debt Repayment Plan.
- The MOTIVATION to become a Zero! (Zero savings, but zero debt!)
- The ADVICE on how to set up and organize your finances – the value of on-line banking and specific types of accounts available.
- The CONFIDENCE to start a regular, systematic savings plan for retirement and DIRECTION on where to consider opening an account.
Our DOLLARS AND SENSE LECTURES, by Austin’s best Financial Coach, are available for corporate off-sites, business luncheons, employee perks, any public or private club or organization, even the staff at any Austin restaurant, office, gym, retail store or other small business.
Prices vary depending on number of participants and location.
There is a 10% discount for the military, first responders, nurses, teachers or any Austin non-profit organization.
Austin Dollars and Sense Lectures - Contact Us
As Austin’s best Money Coach, we provide you with the
SKILLS and CONFIDENCE to become financially independent!