What You Will Learn
Handling family’s personal finances can be overwhelming and confusing but this session can make them simpler to understand and show you how to make concrete progress if you have the right analogies and tools while following some basic truths. The “basic truths” can be downright simple to understand: Ever heard the phrases “trust your gut” and “your intuition is always right?” Well, those are true with your family finances as well.
In a fun and interactive way, Todd Crowley, will walk attendees through a new way of viewing their family’s (and parts of their business’) finances. He will dive into objective one by explaining how a financial “junk drawer trap” makes family finances so overwhelming and hard for so many. Hint: It’s not all your fault. But we need to know more about the “junk drawer” to make concrete steps, move forward and feel good about our progress.
Diving into objective two, most know we’re “supposed to save for retirement” so why is it so hard for so many to do so? Or pay down debt? Or save money into an “emergency fund?” Or accomplish many of the “long term” financial planning tasks? Todd will walk through some fun ways to make immediate “short-term” progress that feels great and leads to making bigger steps and progress.
Which will lead viewers into learning objective three, making the basics of good financial planning easy to remember and understand by using simple and fun analogies from your home, kitchen & baths: the bathtub, ceiling, lighting fixtures, stovetops and more will all be used to help better understand and plan family finances in the years to come.
Learning Objectives:
- Learn how to avoid the “junk drawer” trap by taking control and organizing your finances.
- Understand two easy ways to make progress that make you feel good about your finances and embrace long-term planning.
- Learn how to use your kitchen and bathroom to create an easy, new way to understand your finances with multiple simple scenarios
Featured Presenter
Todd Crowley
Todd and his team adopt a holistic, family office approach to financial planning, ensuring individuals and families can focus on their businesses while we handle their financial matters. His team of CFPs serves as valuable thought partners, helping clients build and safeguard their wealth over the long term.
Todd holds a BA from Colgate University and co-founded The Mending Minds Foundation, a nonprofit dedicated to enhancing the diagnosis and treatment of Childhood Post-Infectious Neuroimmune Disorders such as PANDAS and PANS. He has also served on the Board of Directors of Riverside Community Care, a Massachusetts-based nonprofit health and human services organization.
Todd resides in Wellesley, MA with his wife and three children.
