Workshop 2: Assessments

Workshop 2: Assessments

Workshop 2: Assessments
$75.00

In this workshop, participants assess their financial discipline and readiness to proceed with more advanced financial planning. This session is designed to ensure that you are truly prepared to move forward in your financial journey.

It’s important to understand whether your current habits and mindset align with the long-term goals of financial success before committing to further steps. After completing this assessment, you’ll have a clear picture of where you stand financially and what areas need improvement. Start to evaluate your readiness for the next steps in your financial journey now.

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Office location

Waxhaw, North Carolina

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