Welcome Nonprofit Leaders!


It was awesome to meet you all! Below are resources from our presentation on September 24, 2019.

I’d love to hear from you, especially if you have feedback or questions from our event. Get in touch at phuong@justwealthplanning.com.


WORKSHOP PRESENTATION

Below are all the slides from our workshop. Here is a PDF of the handout.

 
 
 

 
 
 

FREE FINANCIAL PLANNING TOOL

Click the image to access Right Capital, my financial planning software with the net worth, cash flow, and budgeting tools that I use with clients. You can create your free account to track all your accounts, income, and spending. Here is instructional PDF on how to categorize the cash flow categories.

 
 

 
 

FREE BALANCE SHEET AND CASH FLOW TEMPLATE

Click on the image to access the Google Sheets version of the Balance Sheet and Cash Flow template we reviewed during the workshop. It’s view-only, so make a copy and edit it however you’d like.

 
 
 

DISCUSSION NOTES

Here is the link to the consolidated discussion notes from every group. Each group discussed the following questions:

What have you tried at your org that you’d recommend to others?

What have you tried that didn’t work? and

What do you want to try?


 

Want to learn more about financial planning? Here is the link to my services page to learn more about how clients and I work together.

Virtual, fee-only financial planning for clients anywhere in the U.S.

Schedule a free financial strategy call, or a financial planning session: