Learning Lab: Financial Planning with Pam Capalad

Wednesday, November 16th 6pm-8pm
​Financial planning isn't about spreadsheets, graphs, or charts, it's about getting to the root of what you really value and learning how to use money as a tool to help you reach your goals and live your best life. In this workshop, we talk through the three stages you'll go through when putting together a financial plan.

RSVP Here

YOUR GOALS: What do you really want to accomplish in the next 3 years? 5 years? 10 years? What really matters to you? 

THE GUTS: Now that you have a clear idea of where you want to be, let's fill in the steps it will take to get there. The guts will go through strategies to maximize your money in 5 areas of financial planning: Earn, Save, Spend, Invest, Protect. We'll talk about how to negotiate raises and rates, analyze your spending without a budget, save automatically, start investing with any amount of money, and whether or not you really need that insurance. 

THE GLORY: You're probably wondering where in the world you're supposed to start even tackling this to-do list! We'll talk through exactly how to actually implement all the new items on your financial to-do list.

About the Instructor
Pam Capalad, 
Founder & Financial Planner, Brunch & Budget

Hey, I’m Pamela Capalad. I’m a Certified Financial Planner™ and I’ve been in the financial services industry for over 8 years, and spent a lot of those years at wealth management firms (if you’re really curious where, check out my LinkedIn). I'm the owner of Brunch & Budget, where we have a meal and talk about your finances. I'm based in Brooklyn, NY and serve clients virtually across the country. I'm here to help you get to that place in your life. You know that place. That place where you close your eyes and feel perfectly at peace and energized all at the same time. That place where you know you’re at your best, that you were somehow built for this, this thing you’re doing that you can’t believe you get to spend your life doing. Life isn’t about cringing every time you run your credit card through a cash register or dodging calls from bill collectors. It’s not about the next paycheck, next rent check, next job, next in line. Life is about finding your why. So here’s the deal – you have the why, I have the how. Whenever you're ready, I'll be here to help you figure out how to get there.