Our relationship with money is complicated. For many of us, money brings up feelings of anxiety, stress and uncertainty. Money is one of the few things that is a pure reflection of our hard work, time and values, yet we were never really taught how to make smart, strategic decisions with it.
Budgeting, saving and investing only works when you have a clear vision of what you want to accomplish with them. The traditional accomplishment is retirement, but what does retirement even mean to you? What would you want to do with your time in retirement? For many people, it means starting to do what they are passionate about and always dreamed of doing, but why wait until retirement to do that?
The goal of this workshop is to help improve your mindset around money and get you on track to achieve financial freedom. Financial freedom is the ability to work a passion-aligned job when you want, where you want and how you want in a way that financially supports your ideal lifestyle. In other words, you are working because you want to, not because you have to.
By the end of this workshop, you will have a more clear vision as to why you are budgeting, saving and investing and then begin to take some actionable steps towards achieving your ideal lifestyle.
Jake Northrup, CFP®, CFA®, CSLP®
Jake is a financial planner and founder of Experience Your Wealth, LLC – a virtual, fixed fee financial planning firm that helps Gen X and Gen Y professionals break the mold of “traditional retirement” and achieve financial freedom, where you have the financial resources that allows you to work when you want, where you want, and how you want in a way that financially supports your ideal lifestyle. Jake also teaches Retirement Planning and Employee Benefits to aspiring Certified Financial Planners at Boston University. Learn more at Experience Your Wealth, LLC.