GPS To Your True Wealth

 

Join us for a the new 6 series of financial empowerment segment with expert advisor Dan Wachs of Atrium Wealth Advisors. Along with the video segments on every #ChicagonistaLIVE show, you will also get to download a worksheet and follow along with us every month here on #ChicagonistaLIVE!

You can also find Atrium Wealth Advisors Twitter: @AtriumAdvisors & Facebook: /AtriumWealthAdvisors

600

fin1

 

 

September 10, 2013 – To kick-off of this series, Financial expert Dan Wachs of Atrium Wealth Advisors will help you outline your goals and develop a financial roadmap based on where you are today and where you want to be tomorrow.

Worksheet Download – Values & Wealth

 


fin2

October 8, 2013 – On this second portion of the series, we are going to take a look and begin setting some goals; I want you to look at your investments, lifestyle, education, taxes, and health care to start.

Worksheet Download – Navigating & Tracking & Notes on The Emerging Roles of Financially Empowered Women


fin3
November 12, 2013 – On this portion of the series, you will get some tips on how to find the right help to guide you along the road and feel secure on your choice.

Worksheet Download – Co-Piloting Your Finances


4gps

Dec. 10, 2013 – What investments are right for you? Know more about 401K plans, IRAs, etc…

Worksheet Download – Worksheet 4- 12.10.13


5gps

January 21, 2014 – Knowing how to drive on / over / and out from  Unexpected Detours.

Worksheet Download –Worksheet 5- 1.21.14



6gps

February 11, 2014 – How much should you have for a stress-free retirement?

Worksheet Download – Worksheet 6-11-14