Beyond Budgeting: How to automate your finances and build real wealth

Money is emotional and having a budget is great, but not enough to weather the storms that come (or the ones that came!), so we have to figure out how to face our emotions, obstacles, and values before we even open a budget. There's only one of you, not 300, so you shouldn't be expected to live a spartan lifestyle. Learn how to prove to yourself that WANTS ARE NEEDS TOO and take control of your financial future without ignoring today.


  • Understand your current relationship with money and how to use financial advice to fit with your money personality
  • Create a spending plan that is based on your individual values, needs, wants, and goals
  • Get strategies to figure out why to save, how much to save, how to save automatically, and when to start investing
  • Understand what your credit score means, how to review your credit report, and get tips for how to increase your score
  • Learn how to protect your family and wealth with the proper insurance and estate planning documents
  • April 26, 2021 at 5:00pm – 6pm
    915 Broadway
    New York, NY 10010
    United States
    Google map and directions
  • Angela Chen