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BUILDING YOUR NEST

THE WOMEN’S COURSE

Course Description

If you are a woman aged 25-40 who wants to either begin building your financial foundation or strengthen the knowledge you already have, this course is for you! You will learn how to review your current financial standing and develop SMART goals for your future as well as strategies for success.

Working through How Much is Enough for retirement and what it takes to get there will give you even more confidence you’re on the right track. Each module will conclude with action items to gain momentum towards securing a healthy financial future.

You will receive:

Access to module one direct to your inbox
Modules 2-5 delivered directly to your inbox each week
Learn at your own pace, you won't lose access after the 5 weeks is up!

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Where Do I Want To Go?

Life Stage Concerns – putting first things first
SMART Goal Creation
Budgeting Tools and Tips
What do I do with my extra cash?
What do I do if I don’t have enough cash?

Where Am I Now?

Determining your assets and liabilities
Calculating your net cash flow
Getting the most out of your workplace benefits

How Much is Enough?

How much to earn, save and invest to set your future self for success
Determine where you stand today, where you need to be, and what steps to take now to reach your goals

How Do I Get There?

Nuances of contributions to retirement accounts – IRA, Roth IRA, 401k, etc and how to use them to your advantage
How to take action now with opening an account online
Learn the power of compounding interest and how to protect your purchasing power
What’s needed to design a successful investment strategy

What Do I Do Next?

Explore common questions & concerns
Reflect & act on your new knowledge

Teacher

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Danica N. Bolton, M.Ed., CFP®

Danica Bolton is a licensed investment advisor for Financial Harvest Wealth Advisors, in Winter Park, and is a CERTIFIED FINANCIAL PLANNER™. Danica also has her master’s degree in education.

When Danica left the education profession to join the financial industry in 2016, she brought her teacher’s heart. She has developed a course specifically aimed at young women who are just entering the workforce to ensure they are equipped with the knowledge and skills needed for a solid financial foundation. She is also a co-teacher for the firm’s high school and college courses, and also the Wise Wealth Strategies for Your 30s, 40s and 50s course.

Register and Begin the Course Today

BUILDING YOUR NEST: THE WOMEN’S COURSE

Learn at your own pace with 5 fully online modules.

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