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Classes Charlotte Organize Your Money Plan

Organize Your Money Plan

Date & Time
Tuesday, February 18, 2025
6:30 pm - 8:00 pm ET
Location
Lost Worlds Brewing - Charlotte Taproom
1100 Metropolitan Avenue, Suite 210, Charlotte, NC 28204
Instructor
Bernadette Joy
Price
$47
Description

Ready to get your finances organized without turning your life upside down? Join nationally recognized money expert, debt-free millionaire, and author Bernadette Joy for a practical workshop designed specifically for busy professionals who want a clear, organized money plan without complexity.

Many people earn good incomes but still feel scattered when it comes to their finances. Accounts are in different places, goals feel vague, and there is no simple system to track progress.

In this session, you will learn how to organize your financial life into a clear, manageable plan that works with your schedule instead of adding more stress.

By the end of this class, you'll walk away with:

  • A simple framework to organize your finances and accounts
  • A clear money plan tailored to your lifestyle and priorities
  • Practical systems to track progress without spending hours on budgeting
  • Habits that help busy professionals stay consistent with their financial goals

This hands-on class is designed to help you gain clarity, reduce money stress, and feel confident about your financial direction without needing complicated spreadsheets or constant tracking.

Materials — Please Bring
A copy of Bernadette Joy's book 'Crush Your Money Goals' is included with your ticket. Please bring our preferred method of note-taking as well.
Who Should Take This Class?
Perfect for busy professionals who want their money organized so they can focus on living their lives.
Organize Your Money Plan