taking stock

TAKING STOCK

Welcome to this Guidewell Financial Solutions money management course designed especially for women. This is the first of four self-paced modules. At the end of this module, you will be able to:

• Discuss why it’s particularly important for women to gain money management knowledge and skills.
• List strategies for evaluating your personal finances and setting and attaining financial goals.
• Describe how to set up and stick to a personal budget.
• Identify ways to effectively organize and maintain your financial records.