Life’s journey is costly. Personal financial planning is the process of managing your money to achieve your goals no matter what bumps you hit along your journey.

The first step in this process is setting clear financial goals, which is like a road map of your destination.
 

Workshop 1: Setting clear financial goals

• Life situation and personal values
• Identifying financial goals
• Opportunity costs and time value of money
• Where to store your savings to maximize growth
• Practical savings techniques

The next step in the process is budgeting, telling you how you’re going to get to your destination.
 

Workshop 2: Budgeting that makes sense for you

• Understanding your current financial position
• Tracking your daily spending to develop a budget
• Types of budgeting systems
• Estimating your personal net worth and monthly budget
• Important personal financial ratios

*The University of Washington is committed to providing access and reasonable accommodation in its services, programs, and activities. Accommodation requests related to a disability should be made at least 10 days prior to any business school event. Please address the Milgard School of Business at business@uw.edu, or at 253-692-5630.