Financial Goal-Getter Workshop


If you have never set financial goals, or you have struggled with achieving your financial goals, the Financial Goal-Getter Workshop will help you set and achieve financial goals like a champ.

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What You’ll Get

Here’s what you will expect to take away from the workshop:

  • How to set financial goals
  • How to prioritize your financial goals
  • Using a budget to plan accurately
  • Plan out your financial goals for one year and the long-term
  • Outline how to pay off your debt
  • Plan out your investing strategy
  • Identify ways to increase your income
  • Draw out a savings plan
  • Use a net worth calculator to enhance your financial plan


  • Budgeting and financial goals framework template
  • Accountability to achieve your financial goals


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