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5-Step Guide to Organize Your Life & Money

  • All levels
  • 21 and older
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  • Corporate Center Pasadena
  • 2 hours

Start Dates (0) $89/person

No upcoming dates are currently available.

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Class Description

Description

A transformative personal finance class teaching you how your money works, the steps needed to achieve financial freedom, and how to organize your finances into an efficient game plan.  


The 5-Step Guide
The 5-Step Guide is focused on educational topics, tools, and strategies to better manage your money and make smarter financial decisions.


The class is broken down as follows:

  1. Tax Savvy Savings: Understand how to take advantage of your tax bracket and how to utilize your savings accounts strategically.
  2. Impact Budget: Learn how to create a spending and savings plan that focuses on providing the most value to you.
  3. S.M.A.R.T. Goals: Understand how to measure your goals and track progress.
  4. Socially Responsible Investing: Learn how to align your investment strategy with your personal values.
  5. Protect Your Hard Work: Understand how to protect yourself against unexpected events with insurance and legal documents.

My Pledge to You

I respect your time and attendance. There will be no products sold or discussed. Simply honest and time-tested financial advice.


Participants should be at least 21 years old to attend this class.

Reviews of Classes at Stashclass (3)

(5.0-star rating across 3 reviews)

This class: 5.0 out of 5 from 1 review

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Stashclass

Stashclass empowers individuals to learn, plan, and take control of their finances. Our mission is to make financial education available to everyone.  We provide the guidance and research for you to make confident decisions and reach your goals.
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