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Personal Financial Wellness Workshop

Financial wellness comes from having harmony between all aspects of personal finances, having a healthy relationship to money and healthy financial practices. It starts with recognizing what is right for you, finding your unique balance. Healthy relationship to money and self leads to taking the right actions to achieve the financial success and wellness you desisire.

Personal Financial Wellness


Has two components:

  • Financial reality
    (how much you earn, how you manage what you earn, your net worth)
  • State of mind
    (relationship to money and self)

Personal financial wellness involves:

  • Earning income
  • Purposful spending
  • Saving
    (reguarly spending less than you earn)
  • Optimizing investments
  • Managing debt
  • Dreaming free of all constraints
  • Planning to fulfill your dreams
  • A healthy relationship to money, wealth & self
 

Practical and Simple — 2 Day Workshop
Next Workshop Location Tuition

July 9
1 - 7 PM &
July 10, 2011
10 AM - 7 PM
LaQuinta Inn
6260 Peachtree Dunwoody Rd.
Atlanta, GA 30328

Map it!
Registration
$489.00

Discover a balance unique to you; learn healthy financial practices and alter your relationship to money, wealth and self.

Harmonize all aspects of financial wellness so you experience ease, power and success with money.

In this two day workshop you will learn how to:

  • Set goals consistent with your dreams and design a plan to bring your dreams into reality
  • Recognize your spending habits and learn to use debt wisely
  • Plan for emergencies
  • Make sound financial decisions to build wealth over time, no matter the income level
  • Plan cash flows to have your desired experience of life today
  • Alter your relationship to money and wealth, manage your state of mind and take powerful actions

Tuition $489 includes:

Personal Financial Wellness assessment — Two day workshop — One hour follow up personal consultation — Three monthly financial wellness practice group calls

This unique course was designed by personal financial expert, expert in the psychology of wealth, Ilona Dolinska-Reiser, who has a Masters Degree in Finance and a professional Chartered Financial Analyst designation. The financial wellness education reflects 17 years of learning from working with wealthy individuals and families in managing money, and working with those who struggle to pay bills. Ilona applied all that she teaches in her personal life. She moved to the US from communist Poland at age 23 with $10 in her pocket. She is a compulsive spender who learned to manage her spending and accumulated over $1 million net worth in 14 years.