This 4 part series will be taught in a down to earth, easily digestible format. Those who attend will walk away with a comprehensive understanding of how to save, invest, evaluate risk and plan their future.
No condescending, boring or dry lectures.
A straightforward approach to gaining clarity in your relationship with money.
1. Conversations with Yourself, Your Partner and Friends About Money
Explore the inner dialogue we carry on each day with money. We will discuss the inner child/behavioral relationship to money and how it may be preventing you from achieving financial well being. How do you then communicate our truth to our partners, family and friends about money? Can you really afford to split the dinner bill each time you go out? How do you establish healthy boundaries to avoid spending more than you make?
2. Investing How To’s…
Kinds of Investments
Understanding your personal Risk profile
Setting Long-Term Goals
Returns v Liquidity
Hidden Costs of Investing
How do you know when you are ready to begin investing?
3. Credit cards, credit scores and how to make friends with both
Understanding how to use credit cards to your advantage
Different types of credit card offers
Managing existing credit card debt
Finding out your credit score and how to understand the report
Is debt a bad thing?
4. The truth about student loans
Types of Student Loans
The difference between deferment and forbearance
What are your repayment options?
Can you ever get out from under them?
Joanne Leffeld began her career as a financial planner in the 1980’s and worked with clients in helping create and preserve estates. After several years, she left the financial world to join her husband’s growing exhibit lighting design company. Now that her children are grown, she has re-entered the financial world combining her knowledge as a CFP with her experience as a yoga teacher to offer a more holistic approach. She refers to herself as a “Moolah Doula” helping people give birth to a healthier relationship with money