Foundations of Financial Freedom
We all want to reach financial freedom but how do we get started? Many of us wonder how we can start saving when we are balancing debt reduction, home purchases and more. How do you prioritize what to do first? We’ll focus on basic steps you can take before you start investing to keep more of the money you earn, then we’ll touch on where it makes sense to start once you are ready.
Topics of discussions include:
What to look for in a high-interest savings account
How to pay off debt efficiently (note: it is not necessarily the fastest payoff). We’ll discuss principles of debt reduction along with programs that can help you manage debt.
Compounded Interest: why time matters in investing
Which investment account to start with based on your current situation
When we are done, you’ll have clear action steps for what to do next for your path toward financial freedom.
YOUR WOD LEADER, CARLIE RANSOM
Carlie’s love of numbers, science, and helping people started at a young age and has continued throughout her career. She was drawn to Finity Group because she was impressed by their focus on financial literacy and their commitment to doing what is best for each client. This matches her personal mission of making financial education more accessible to all Americans. She has developed a national financial planning practice that caters to the unique needs of business owners and medical professionals.
Carlie loves being part of her clients’ journey to their fullest potential through leading the creation of a personalized financial strategy.
The information presented in this workshop should not be considered tax advice. You should consult your tax advisor regarding your own situation. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Finity Group, LLC and Cambridge are not affiliated.