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Money Brain workshop · Layup · Part 2

Financial Health Workshop Day

Which part of your financial health deserves attention first?

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Action planning

What you’ll do

  1. Bring your financial health assessment and identify three priorities.
  2. Name a barrier for each priority and reframe it in terms you can act on.
  3. Choose a first action and set a date for each.

What you’ll leave with

Three priorities with dated first steps.