Family Budgeting: Harmony in Finance | 9.19.24

Описание: Get your financial questions answered with the Money Matter$ series.

Questions about family budgeting? We can help!

The world around us demands our attention, time, and money, leading us to face endless decisions about how to manage our personal resources. From choosing whether to sign the kids up for club sports to planning that special summer vacation, we all have to make decisions about how to use our money. While most people intend to make spending decisions that align with things that matter to them, the constant onslaught of options and the lack of time for most busy families can lead to decisions that sometimes feel less than optimal.

By fostering harmony between money and values, families can cultivate a sense of purpose, unity, and fulfillment in life. Join us for an interactive presentation that will help you identify your family’s core financial values—and design a cash flow plan to support them. The presentation will include a money-values exercise as well as practical tools and resources you can use to craft your family’s personal cash flow plan. The aim is to empower families to make intentional choices that not only enhance financial well-being, but also contribute to a more meaningful and harmonious family life.

About the presenter:

Daly Andersson is passionate about helping people use their financial resources in ways that support their lives and the things that matter most to them. As a Wealth Advisor with Sterling Wealth Management, she brings over a decade of experience helping families thoughtfully plan their financial lives. A continual learner, Daly is a Certified Financial PlannerTM professional, holds the Chartered Financial Analyst® (CFA®) designation, and is a lecturer in the financial planning program at the University of Illinois at Urbana-Champaign. Her interest in financially empowering families, entrepreneurs, and women investors extends to our community, where she frequently speaks on topics related to personal leadership and financial education.

Presented in partnership with Sterling Wealth Management.