Financial Plan

BootCamp ClaSS

 

A lot has changed in a year! 

 

Ready to revamp your financial plan now that the world is open and your life has changed?

 

This class is for you!

 

 

 

 

No more guessing and wondering, it’s time for clarity and confidence with your financial plan!

It is time to get a new game plan in place that addresses your new financial goals, create an updated budget, map out your short-term and long-term savings plans, review your insurance policies, investment accounts, and more.


 

  • CLASS 1- July 12th, 3- 4 p.m. PST

    • Create realistic short-term and long-term financial goals and calculate your net worth and learn how to leverage credit for your goals.

  • CLASS 2- July 19th, 3- 4 p.m. PST

    • Build a budget that works! Understand how to set up your budget so you know when it’s okay to splurge while making sure saving isn’t painful.

  • CLASS 3- July 26th, 3- 4 p.m. PST

    • Understand which insurance policies you need (disability, life, long-term care insurance, etc.) and how to get the right coverage in place. 

  • CLASS 4- August 2nd, 3- 4 p.m. PST

    • Set up your investment accounts for tax efficiency and how to assess which financial trends you need to hop on the bandwagon with (i.e. stocks, crypto, etc.)


 

  • Anyone who wants to create or revamp their financial plan but not ready to hire a certified financial planner quite yet. 

  • Brittney will teach you the things you need to know in a simple and concise way so you can build your own financial roadmap and have a new game plan for this new time in your life.

Financial Plan Bootcamp

 

CLASS FEE: $197

ENROLL BY: July 10, 2021
 

In this 4-part LIVE Financial Bootcamp Class, you will learn how to:

WHO THIS CLASS IS FOR:

Here is what our past students have to say about past courses with Brittney:

“The investing master class taught me even the basics of holding a conversation with others on the stock market, 401Ks and investing! I feel more competent! So glad I took the series, so worth it!” -Shauna Dabiri-far, Clinical Supervisor/LMFT

"I just want to say how much I thoroughly enjoyed the Investing Master Class! I looked forward to it every Monday. You’re such a fantastic teacher and I appreciated that class always felt low key and casual, yet packed with invaluable information." ~Sarah Sutherland, Global Integrated Marketing Manager at SteelSeries

“This investment class was exactly what I needed to feel informed, and now inspired to learn more! Brittney Castro was so on point, easy to listen to, and made it fun and less intimidating for this novice!” ~Alicia Gilbert, Movement Specialist/Owner of TRU Center

 

"Brittney was great at covering the basics for people like me who really didn't know even some of the basic investing terms as well as diving into more complex investing strategies. The class made me feel that I can really start taking charge of my investing future and that it isn't as complicated as some people make it seem. It is also helpful that I have the recordings and slides that correspond with the classes to refer back to." ~Susan Mandel, Television Editor

 

"I took the investing masterclass and learned what investment accounts I needed to set up as a self-employed individual and how to maximize them for fees and tax purposes. I also learned which are best suited for me based on timing, goals, and funds available and so much more. Brittney is so fantastic at explaining complicated terms and strategies in an easy-to-understand way and gives a great overview to set you up for success. It was just enough information and I am looking forward to continuing to do the work on my end to plan for my future and savings goals."  ~Erin Brady, Beauty & Wellness Communications Consultant

“I recently took Brittney's investing master class and learned how to become a better and more confident investor. I would recommend this class to anyone looking for a solid foundation in investment topics to help guide a strong financial future.

-Stella, Grants Manager