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Setting Financial Goals

Setting financial goals is an important step in achieving long-term financial security. Assess your current financial situation, analyze your values and long-term ambitions, and then create an initial plan to get you on the path toward your goals.

Instructor To Be Announced

Dates To Be Announced at Time To Be Announced

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Key Workshop takeaways

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Analyzing Your Start

Learn how to analyze your current financial situation with a critical and empathetic eye.

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Goal-Setting

Practice aligning your financial goals with your core values and identify how these can support your longer-term ambitions.

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Financial Planning

Create an actionable plan with new tools and support from instructors that fuels your goals.

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Setting Financial Goals Workshop Format

2 Hour Duration
40 Participants Max
50/50 Content to Practice Ratio
setting financial goals

Funds are always limited... unless you got a lucky Powerball ticket. Deciding how to put those funds to work can be challenging. Even if you do have savings, it can be hard to know how best to leverage them.

In this Setting Financial Goals Workshop we'll guide you through an assessment of your current finances and then help you analyze your deep values and longer-term ambitions. This will help you decide which of your financial goals are the most important for your overall well-being. Finally, using habit formation techniques and theories, we'll create an initial plan that gets you started toward your goals right now, even if it's only one dollar at a time.

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Uvaro overprepared me for the tech field. Great curriculum with great experienced instructors.
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Build a network to help you grow

Our live Workshops are a great way to connect with like-minded individuals who are also on the journey toward Career Success. These events provide an opportunity for Premium members to build a supportive community that encourages growth and development at every turn!

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Support

Think of your peers like the mast of your sailboat. They keep steady while you shift your sails. They share the weight of career-based decisions or learning hiccups, keeping you upright and safe in a storm.

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Guidance

Like a lighthouse, your peers can help you reorient yourself when it feels confusing. They can encourage you to reach your personal and career goals no matter how foggy or rough the waters.

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Community

Your peers are your crew. A feeling of fellowship with others as a result of sharing those common goals can be invaluable, especially in the big bad ocean of the sales world.

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Dates

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