Welcome TPC Fellows!
It was awesome to meet you all! Below are resources from our fellows retreat workshop on February 24, 2019.
I’d love to hear from you, especially if you have feedback or questions from our workshop. Get in touch at firstname.lastname@example.org.
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, the net worth, cash flow, and budgeting tool that I use with clients. You can create your free account to track all your accounts, income, and spending. Here is a PDF with instructions on how to categorize the info.