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2009 Boston Skillshare

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Financial Autonomy: Take Charge of Your Personal Finances

We will identify our financial goals (e.g., elimination of a mortgage, student loans, credit card debt, save enough for a college education, ...) and then determine the best ways to achieve these goals (e.g., what is my net worth ?, budgeting techniques, how can I increase my income ?, how can I decrease my expenses ?, ...). We will also discuss the pros and cons of trading time for money (most people earn a living by trading time for money) versus trading money for more money.

details

lesson plan

1) Identify our financial goals.
2) Determine how to achieve these goals.
3) Measure our financial picture and performance (i.e., How much debt do I owe versus how much have I saved ? and How did my financial efforts perform last year compared to this year ?, ...).

facilitator experience

Co-founder and regular presenter at the Boston Value Investing Group.

intended audience

All are welcome (please bring paper and pen).