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Common Money Mistakes

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Katy L.
Common Money Mistakes

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Common Money Mistakes:

What is Financial Well-Being?
1. Having control over day-to-day, month-to-month finances;
2. Having the capacity to absorb a financial shock;
3. Being on track to meet financial goals; and,
4. Having the financial freedom to make choices that allow one to enjoy life.

Agenda
1. Managing Finances;
2. Mitigating Financial Setbacks;
3. Staying on Track; and,
4. Making Decisions.

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California Real Estate, Investing, and Life Insurance Group
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