Financially Fearless by: Alexa Von Tobel, CFP

Today I received my package from House Party for the Financially Fearless house party! I am super excited to be hosting this party. I am getting ready to read the book and fill out the workbook that comes in the packet so that I can be prepared for the night of.

I know that a party all about money and finances doesn’t sound that fun-but maybe if we made handling money more fun, more of us would do it well! We will be discussing topics such as what money habits our parents have/had, what goals we have for retirement/the years to come, ways we can reach our goals, one bad habit we need to overcome, and a few other topics.

In my package I received two copies of the book-so one will be used as a prize while the other I will keep to use personally. There are workbooks to help create a plan and see what things we can’t live without and things we can-it also walks us through what we need to do to reach our goals and what our target spending should be etc. We will play a spending personality game and maybe Monopoly too (LOL) Those who come will also receive a cute little LearnVest notebook and a $50 credit toward a Custom Action Program where a Certified Financial Planner will work directly with each person to help them with any budget questions, financial advice, a financial plan, and so much more!

I am super excited to be a part of the Financially Fearless Party personally because we need a plan in place to help us achieve our financial goals, or we may never meet them. From what I can tell, not only does Financially Fearless and LearnVest offer the tools needed to achieve financial goals, but it makes it fun and easy to do. If you are interested in learning more or want to participate, comment below or email me at: Sarahspd@gmail.com and I will send you an invitation to come. I will be holding a Facebook event for it as well, so sample packets can be sent to anyone participating out of state and all can still be included in any discussions we have!

To your bright financial future,

Sarah

 

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