AUTMHQ presents: Your Financial Journal by Chase

This event offers both virtual and in-person options!

Join another remarkable AUTMHQ Event to learn more about how you can accomplish your financial goals.

Part one will focus on goal setting through setting four financial goals over the next ten years.  We then explain how to turn these goals in to SMART goals.  In the class we work with clients to walk through their goals together.  The final part of this class is looking at budgets and how to turn the SMART goal into part of the client’s budget.  We explain what income is and we examine expenses and how they relate to one another and then we also look at various methods of budgeting and the methods that work best for the client.

Part two of the Your Financial Journey For Young Adults is looking at and reviewing credit.  We look at ways to build credit, explain credit score…