FINANCIAL ARITHMETIC
FOR PERSONAL FINANCE

GROUP COACHING

Have you been attempting to analyze your finances, but unsure of where to begin?

Trying to develop a plan to achieve your financial goals, but unsure of how to proceed?

Asking professionals in the field for guidance, only to be told to purchase this and that product?

Careful planning and managing our finances are essential to achieving lasting financial wellness.

Unless you are trained, navigating through the many factors affecting your finances and the changes that occur over time can be daunting.

Seeking financial advice can be frustrating, as most advice is aimed at encouraging you to buy specific products.

So, how can you overcome this annoyance and truly take charge of your own finances?

Acquire the technical expertise that financial planners use to provide advice and create financial plans.

By having the right technical knowledge, you can analyze and plan your finances without relying on financial advisors.

Should you need a third-party opinion, you will be in a better position to evaluate the advice given and not be misled.

At the end of this program, you will be able to:

Construct your own financial plans that exceed the limitations of financial apps.
Understand how personal finance works.
Analyze and understand your own financial state.
Conduct your own analysis to make better financial decisions.
Understand how certain financial instruments function and how to utilize them.
Develop insights into financial products and choices.
Recognize the potential of several approaches to accomplishing your goals and the variables affecting them.
Know how the laws and rules impact your wealth.
Integrate and prioritize your plans according to your needs and goals.
Monitor your own financial progress.
Differentiate between sales advice and professional advice that puts your interests first.
Have intelligent conversations with financial advisors/planners.

Through this coaching program, you will acquire the technical expertise to develop and manage your own financial plan

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