a step toward financial organization


Do you have only a vague idea of how much you spend each month, how to invest your money or how your spouse/partner handles money? Do you have no idea where or how to find that information?

If so, you’d benefit from attending an engaging and helpful workshop offered by Emilie Goldman, a Palo Alto financial advisor. It’s called 7 Steps to Financial Mastery For Women: Becoming Your Own Prince Charming, and it taps the wealth of advice in Prince Charming Isn’t Coming, How Women Get Smart With Money.

As Emilie puts it: “This workshop is based on extensive research done by Barbara Stanny, author and daughter of the “R” in H&R Block.  Participants will learn financial concepts, demystify jargon and build confidence in their financial decision-making.  The goal is to establish a foundation of financial knowledge and a framework for continued learning.”

It’s Tuesday, September 14 from 9:30 am to noon. Registration is at 9:15. It’s being held at Blue Oak Capital, 2600 El Camino Real, Suite 415, in Palo Alto. RSVP to Emilie at emilie@blueoak.net.

Suggested donation is $30 – please bring your check to the workshop, payable to Women’s Initiative for Self Employment, a Bay Area non-profit that provides high-potential, lower-income women the training, resources and on-going support to start and grow their business. http://www.womensinitiative.org/index.htm

I participated in this seminar several months ago, and it inspired me to review financial statements (instead of just stacking them up to file) and set up quarterly calls with our financial advisor — in short, to be more proactive about handling investments.

If you’ve been lax on organizing your financial life, the problem may not be the lack of an organizing system. It just might be a fear of taking control of your money. You’ll find out for sure at this workshop. Emilie creates a warm, supportive environment for participants, and she always provides tasty snacks.


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About organizesf

Professional organizer June Bell (www.organizesf.com) combats clutter and chaos with sage advice, tested techniques and good humor.
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