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Money Fitness Assessment Teleclass
 
Next Workshop starts April 7, 2010  
 
Is your money out of shape? You know it needs some attention, but you're unsure where to start and it just all seems so overwhelming. 
 
What if I told you that in six fun weeks we can easily get your money headed in the right direction?
 
Fun? Yes! Money FitnessTM  is totally unlike those typical dry, dull financial planning seminars you may have attended (or avoided!) in the past. Instead of feeling bored, overwhelmed, or frustrated, you'll be energized and empowered to take charge of your financial future.
 
You will walk away from this workshop with:
?         A full assessment of your financial picture, so you can immediately begin taking steps toward money health in the right direction.
?         A plan for working on what you found in your assessment, so you know exactly what needs to be done and how to do it.
?         Confidence that you can do this, and hope that financial fitness is attainable.
 
How do we do this? 
 
Most financial workshops sit you down, give you some food and talk about what I call a top level financial principals, such as "Why you need an annuity".  Instead we are going to start at the very beginning and look at what you want your money to do for you.  Without knowing why you are working so hard on your money, it makes it hard to stick with the changes you may need to put in place. Knowing where you are headed can give you that extra motivation to keep you going.
 
After you know why you want your money to be fit, then we will begin to really dig into where your money is causing you problems and which problem area is the most important to fix for your circumstances. By eliminating confusion on where you need to focus your attention, you can actually focus on the actual solution. No more second guessing where you need to start.
 
Now that you know where you are going to start, we turn our focus on coming up with a workable plan for you to follow to get your problem solved. Even if you know your problem is income, you cannot address that unless you have step by step plan of how to do that. The great part of this is that we will use a system that you can take with you and apply to all areas of your life. Making your goal achievement that much easier.
 
Finally, we end the teleclass by integrating your desires for your money, your action plan and your emotions.  This way you leave not only with a money plan, but the confidence and energy to get to get to work on achieving your goals.
 
What topics will we cover?
 
Here are a few things we will go over, in addition to answering any questions you may have:
 
?         Budgeting?Yes, this can be fun, and it can give you great insights into where your money goes.
?         Wills?You probably don't want to worry about this, as there are more immediate things going on in your life right now. But if you don't have a will and something happens to you, the government gets to decide what happens with your estate. Wouldn't you rather be the one who makes those decisions?
?         Insurance?Find out how to protect yourself and your loved ones from unforeseen events.
?         Goal planning?If you don't know where you're headed, how will you know when you get there? Money FitnessTM  provides great planning tools to map out your future.
?         Credit?Find out how to see what your credit looks like so you can have more leverage with lenders.
?         Debt payoff?We'll talk about what types of debt are good and bad. And if you want to pay off your debt, we'll work on doing that!
?         Savings?Find out how to grow your assets so you can have more control over your future lifestyle.
 
Did your eyes glaze over and your stomach tighten up after reading what we will cover? Don't panic or start to worry that this is not for you; in fact it is exactly what you need. I promise you that I will make it fun and easy and that I will support you the entire time. My focus in creating this workshop is to create an environment that is relaxing, encouraging and open. Talking about money is fun and easy for me, and I can help you through it! Everyone is capable of doing this!
 
In fact this is just a small showing of how this workshop is different:
?         Did you know that many, if not most, financial planning seminars are funded by companies that want you to invest with them, sign up for their insurance policies, or purchase their financial products? Unlike other workshops, Money FitnessTM  is independent of outside funding.
?         Did you know that most of the presenters at other workshops are salespeople with little or no background in finance? Companies hire employees, train them on some aspects of their products, and then spend the majority of time teaching them how to sell and close accounts. Your Money FitnessTM   presenter holds an MBA in finance and does not sell financial products. 
?         A banker, insurance person, or stockbroker is going to sell you their product. The focus of Money FitnessTM  is to help you understand what you have or are going to have from all perspectives.
?         Other seminar presenters try to put you in a box with a pre-determined "one size fits all" financial plan. I am open to discussing different ideas to find out what is right for you and your situation.
?         Money FitnessTM   uses tools typically not found at money workshops?where else can you work on money and have fun?
 
So are you ready to feel confident with your money and take charge of your financial life? Are you ready to make changes for the better and feel supported while doing so? Then please join me at this workshop.
 
Here is what you get with this workshop:
 
The Money Fitness Teleclass: Starting April 7, 2010 on every Wednesday going to May 12, 2010. Class time is 2 PM Central for one hour.
 
Our Money FitnessTM Workbook which we use as our assessment tool to determine where you are going with your money. ($9.99 Value)
 
Audio Recordings of all the calls so you can review or listen if you happen to miss the class.
 
Bonus: First 10 people registered will receive a 50 minute retirement planning session with me.
 
We combine teaching, individual work, group work, and some visualization exercises so that you benefit from many different forms of learning and development.
 
 
What is Included
 
Teleclass - April 7, 2010 to May 12, 2010
 
Bonus 1: Money Fitness Workshop (9.99 value)
 
Audio recording of each call
 
Investment
$59 (less than $10 per class!)
 
Reserve your place today!
 
Still have questions, please let me know. I want to ensure that you have all the information you need to make the right decision. Call me or drop me a note:  402-637-7112 or andrea@smartstepomaha.com

Session begining
April 7, 2010
$59

 


Smart Step, Inc
3606 N 156th Street Suite 101
Omaha, NE 68116
Phone: 402-637-7112

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