Workshop
MONEY ME: CRAFTING A BUDGET THAT WORKS
Instructor
JR KANU
Instructor
JAY ISENBERG
CORE DETAILS
- Number of sessions: 1
- Session length: 1 Hour 30 minutes
- Time: 4-5PM
- Session Date: Thursday, 27th April 2023
- Fee: $100 or 20 tokens
- Personalized Coaching Sessions inclusive
Overview
Have a vision, plan for it, set a budget, and go for it. Create an ideal budget that helps you live your best life and reach your goals. In this course, you will think through your short and long-term life and career goals and develop and complete a personalized budget worksheet that will enable you to REACH those pre-established goals. REACH will help you to stop talking and start doing.
What You’ll Learn
- What is a budget?
- How does it work?
- How do you make one that you can stick to?
- Evaluation Time: How do you track your budget and self-evaluate your progress?
The Curriculum
01
Mental Models
Do you have a budget that you use regularly?
02
Assessment
Upon what goals are your budget based? Do you stick to your budget?
03
Goals
What are your personal and financial goals? There is no one size fits all methodology for budgeting. We will give you the tools you need to create an intentional, personalized and organized budget that will help you REACH your goals.
04
Net Impact
What consequences or rewards do your actions have for your budget?
05
Expense
Learn what it means to assess your income, status and dependents when setting a budget.
06
Track & Review
Why you should track and review your budget periodically.
What’s Included
- Wealth vision worksheet
- Dream Tracker Excel Template
- Performance assessment plan
- Your goals contract template
- Accountability partners
- One-on-one coaching
- Live Q&A issue roleplays
- Homework and practice sessions
From The Instructor
JR Kanu holds an MBA from Stanford University, a master’s in Journalism from NYU and a bachelor’s in Engineering from Calvin College. His career has included time at Konga, Amazon, The United Nations, Esquire, CNN, and Black Enterprise magazine.
Armed with a strong conviction that you can live a great life no matter how much money you have, JR founded REACH Technologies, www.findreach.com. His company builds software to help young people and companies to manage and grow their money.
JR Kanu holds an MBA from Stanford University, a master’s in Journalism from NYU and a bachelor’s in Engineering from Calvin College. His career has included time at Konga, Amazon, The United Nations, Esquire, CNN, and Black Enterprise magazine.
Armed with a strong conviction that you can live a great life no matter how much money you have, JR founded REACH Technologies, www.findreach.com. His company builds software to help young people and companies to manage and grow their money.
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