Financial Management Group Session

Financial Management Group Session

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250,000.00

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Session details

The financial management group session is ideal for teams or groups of friends who want to talk Money! You can turn your next team bonding session, girls hangout or dinner party into an interactive money coaching session. You just pick a personal finance topic you want to learn about and our GW money coach will take it from there! You’ll get to ask questions, get answers, and share financial experiences while having fun and learning together.

Is This for Me

This session is great for groups of 5 to 10 people looking to learn more about money and financial management.

What to Expect
  • A 90-minute interactive session led by a GW Financial Planner
  • Your choice in topic, from budgeting to investing to money and relationships
How it Works
  1. After you check out, book your session right from the confirmation page. You choose the best day and time for your schedule.
  2. Fill out a pre-session questionnaire at least 48 hours prior to your scheduled call. Your coach will use it to prep for your call so the two of you can hit the ground running.
  3. When it’s time, your coach will call you on the phone.
  4. After your call, your coach will follow up with your budget and debt paydown plans, plus resources to help you use them.

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