Budgeting and your Net Worth

1 hour instructor-led seminar or webinar
For general audience


A budget and net worth are crucial tools when navigating your financial life. Together these two statements give a solid picture of where you are today and will help you travel to where you want to be in the future.

Many financial planners say that people live on cash flow but retirement and satisfy their financial goals through their net worth.

An effective and realistic budget is a precursor to building net worth as a monthly positive cash flow balance is the only way to save, invest & build net worth.

Learning objectives

At the end of this seminar, participants will be able to do the following:

  • Understand the importance of a budget and net worth statement
  • Create your own detailed, realistic and effective budget
  • Create your own net worth statement

Want to learn more?

One of our team members will be happy to assist you.