Contents of workshops can be adjusted to target group requirements
Workshop I: Discover a RicherMe
- Money Myths: what they are and how they effect our financial decision making
- Principles of Success: the importance of goals, how to set them, planning, risk-taking, decison making, the role of persistance and self-discipline, and self-empowering
- Principles of Money Management: the money machine and how those principles can be used for effective money management
Workshop II: RicherMe Tracking
Introduction to the RicherMe Tracking Tool*
- Setting the Scene: how to set up a simple and functional bookeeping process
- Customising the Tracker
- Basic Transactions
- Using Optional Functionality
- Reporting: how to use the reporting tools and how to read reports
Workshop III: RicherMe Budgeting
Introduction to the RicherMe Budgeting Tool*
- Budgets: what they are and why they are useful
- Aligning Priorities with Financial Decison Making
- Actual vs Budget: effective use of the report
Workshop length: all 3 workshops normally take a min. of 3 h excl. breaks. They can be shortened, lengthened and broken up into modules depending on target groups and individual time schedules.
*Requires the purchase of the RicherMe Software.
Special workshop bundle prices are available.