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Personal Budgeting and Tracking
HEALTH TALK SESSION
Before diving into investments, it’s important to get a handle on budgeting and tracking your finances. In this hands-on session, you’ll work with cash flow and budget tracking worksheets to create a personalized budgeting template. Participants will choose budget categories relevant to their financial situation and assign percentages to each, building a tailored plan. You’ll also learn saving and investing strategies to prepare you for the next steps in your financial wellness journey.
Participants will explore:
-How to track cash flow effectively
-Creating a personalized budget with relevant categories
-Matching budget percentages to financial goals
-Saving and investing tips for financial growth
Build a strong financial foundation to support your investment goals.
WHAT TO EXPECT
Your Client Success Coordinator will connect with you and take you step-by-step to ensure the subject matter and content aligns with your wellbeing goals. Your booked session includes an outline for employees to review ahead of time. Plus, we help with the marketing efforts. You'll receive marketing assets to help engage your staff, and promote your session. All virtual sessions are delivered via Zoom, and we help track utilization to ensure you’re getting the best ROI.
CUSTOMIZATION
Is this session not quite what you’re looking for? No problem. Our lineup of Pros have the experience, knowledge, and expertise to help cover a wide range of topics. We can help customize your session to the needs of your diverse staff. Looking for a more in-depth session? Make it a series! Sessions can be customized and extended to help cover important topics that require a deeper understanding.
ABOUT OUR PROS
All our wellbeing speakers and instructors, or Pros, are the highest qualified experts in their field. Rest assured that we’ve taken the necessary steps to ensure that your Pro is certified and vetted to cover the selected session.
CANCELLATION & RESCHEDULING POLICIES
For any Health Talk, Fitness Class or Team Building event any date changes within fifteen (15) days will result in a 50% rescheduling fee.