Chalk Talk: Cash Flow Planning
March 2, 2023
“Main Street Chalk Talk”
MainStreet Financial Planning Discussion Club
when: 3-21-23 Tuesday 7:30 p.m. Eastern Standard Time. 4:30 PM (Pacific)
Recorded and available for 1 week
how: Zoom meetings, free for ongoing customers.$10 for guests
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Hosted by: Vida Jaturis, CFP®
Have you tried to improve your cash flow but run into obstacles and setbacks? You’ve tried to start planning your money and everything seems overwhelming…what should you tackle first?
This chalk talk is a must for anyone looking to put a clear strategy and solid system in place to see where their money is going. Guest commentator Caroleen Verly is the founder of Untangle Your Money. She studied Economics at Yale University and loves spreadsheets, problem solving, numbers and data. Carolyn provides shameless, non-judgmental support to her clients as they learn how to manage their money wisely.
Some of the topics we discuss:
- mind set
- Create a system that works for you: tools and organization
- manage many competing demands for your money
- How to know where your money is going
- Balancing Needs and Wants
- stay accountable for the plan
- Plus, answers to some great questions!