Create a Budget that Works

Learn how to create and maintain a personal budget in 5 easy steps using concepts and tools adaptable for a lifetime

Created by: Judy Lawrence
Financial Counselor and Coach

What Will I Learn?

• Be aware of and prepared for the majority of budget busting “surprise” expenses that pop up year round – Plus have a plan for handling them.
• Be on top of your gift and holiday expenses.
• Understand and see clearly why your debt balance keeps growing, even though you are making good money.
• Have a monthly spending plan that makes sense and finally works.
• Have more mindfulness and mastery over your finances in general.
• Learn where the spending leaks are and what you can do to stop them.
• Have a sense of financial confidence and mastery.

Requirements

• All materials will be provided, however, it would be helpful to have Adobe Reader and Microsoft Excel (any version from 3.0 up) installed on your computer to utilize the handy worksheets provided.
• There is no specific knowledge requirement, however a willingness and determination to learn and do the work will make all the difference for success.

Target audience

• People of all ages, education, and experience can still benefit from the tools and concepts introduced in the course.
• Whether you've tried budgets in the past or never started a budget.
• Past audiences include: professionals, couples, Boomers, young families and twenty-somes.