Money Mastery for Women Series (DIY Financial Planning)
Sat Jul 28, 10:00 - Sat Jul 28, 13:00
Work & Co, Touchstone House, 7 Bree Street, Cape Town
ABOUT
WHAT IS THIS WORKSHOP SERIES ABOUT?
This workshop series will take you on the journey of shifting your money mindset and designing your own Lifestyle Financial Strategy so that you can create the Life you want to live.
You don't need a Financial Adviser or Broker or Planner to do it for you. You don't need fancy or complicated financial products to create financial freedom. The financial services industry is full of shit and I'm here to show you how you can pull your middle finger to their smoke-and-mirrors sales tactics and do your financial planning yourself.
Seriously, fuckem, you're an adult. You're entirely capable, you just need to be shown how. I'm here to show you how. I'm Mary J Fourie - Lifestyle Financial Planner, Coach & Facilitator. I run my own Financial Planning & Coaching business called My Journey 2 Freedom. We help Millennials shift from overwhelmed to on purpose by taking them on a journey of creating financial independence so that they can focus on their vision to change the world in some way.
What I offer you is a process to follow, the right questions to ask and explore, the right tech tools to aid you and my knowledge and experience to bounce off ideas along the way. What you need to offer yourself is the commitment to yourself and this journey. That involves making the move to sign up now and then sit down and engage with the process as we go through it.
My goal and my dream is to teach you what to do so you can go and do it, and not be dependent on someone who's own self-interest conflicts with your own eg. needing to sell you something every time they see you because that's the only way they get paid. Not cool!
Come on an adventure and take control of your money and your Life. It's time to shift from overwhelmed, to on purpose.
WHAT WILL I GET FROM THIS WORKSHOP SERIES?
This workshop series will take you on the journey of shifting your money mindset and designing your own Lifestyle Financial Strategy so that you can create the Life you want to live.
You don't need a Financial Adviser or Broker or Planner to do it for you. You don't need fancy or complicated financial products to create financial freedom. The financial services industry is full of shit and I'm here to show you how you can pull your middle finger to their smoke-and-mirrors sales tactics and do your financial planning yourself.
Seriously, fuckem, you're an adult. You're entirely capable, you just need to be shown how. I'm here to show you how. I'm Mary J Fourie - Lifestyle Financial Planner, Coach & Facilitator. I run my own Financial Planning & Coaching business called My Journey 2 Freedom. We help Millennials shift from overwhelmed to on purpose by taking them on a journey of creating financial independence so that they can focus on their vision to change the world in some way.
What I offer you is a process to follow, the right questions to ask and explore, the right tech tools to aid you and my knowledge and experience to bounce off ideas along the way. What you need to offer yourself is the commitment to yourself and this journey. That involves making the move to sign up now and then sit down and engage with the process as we go through it.
My goal and my dream is to teach you what to do so you can go and do it, and not be dependent on someone who's own self-interest conflicts with your own eg. needing to sell you something every time they see you because that's the only way they get paid. Not cool!
Come on an adventure and take control of your money and your Life. It's time to shift from overwhelmed, to on purpose.
WHAT WILL I GET FROM THIS WORKSHOP SERIES?
- 6x 3hr Workshops held once a month between July & December 2018, on the following topics:
- Money Flow - Where attention goes, energy (and money) flows. Where do I flow?
- Money Mindset - What is my default perspective? Where does it serve me? Where does it not?
- Why do I want money? - Values, purpose, mission and vision. The "Why" of your money.
- What choices do I have? - What kind of Life am I creating? What kind of Life do I want to Live?
- Making my money work for me - What can I do to make my money better serve me?
- Money Solutions - What financial products are available to me (without needing a middleman)?
- A Personality Profile Report that will give you insight into your thinking, feeling and emotions related to your money and your Life
- A Risk Profile Report that will give you insight into how you perceive risk and your risk preference
- Guided Implementation of day-to-day Money Management & Strategy Tech Tools
- By the end of this journey, a documented Lifestyle Financial Strategy detailing your personal goals, plans and action points.
- By the end of this journey, a documented Lifestyle Financial Strategy detailing your personal goals, plans and action points.
WHY?
Because you can have the biggest, boldest dreams, however, if you don’t have a strategy to firstly look at and then shift your money mindset, the chances are that you will self-sabotage along the way and not reach your goals.
Because if you're not empowered with the knowledge and understanding of your own self and your situation, then you're vulnerable to being taken advantage of by an unscrupulous broker or financial adviser.
Because if you don't have a strategy, it's easy to get distracted and overwhelmed and not do anything at all. When you have a strategy you have something to ground you and refer back to when you do feel overwhelmed, which then aids to shift you back to on purpose and in control.
Because you absolutely do not need to buy a fancy or complicated financial product and pay someone exorbitant commissions in order to create and live the Life you want to.
HOW MUCH WILL THIS COST ME / HOW MUCH AM I INVESTING IN MYSELF?
Because you can have the biggest, boldest dreams, however, if you don’t have a strategy to firstly look at and then shift your money mindset, the chances are that you will self-sabotage along the way and not reach your goals.
Because if you're not empowered with the knowledge and understanding of your own self and your situation, then you're vulnerable to being taken advantage of by an unscrupulous broker or financial adviser.
Because if you don't have a strategy, it's easy to get distracted and overwhelmed and not do anything at all. When you have a strategy you have something to ground you and refer back to when you do feel overwhelmed, which then aids to shift you back to on purpose and in control.
Because you absolutely do not need to buy a fancy or complicated financial product and pay someone exorbitant commissions in order to create and live the Life you want to.
HOW MUCH WILL THIS COST ME / HOW MUCH AM I INVESTING IN MYSELF?
- Time-wise, one Saturday morning per month over six months (3hrs from 10:00)
- R590 per month with two payment options - full upfront with a discount, or paid off monthly via quicket / a debit order
- An additional +- R210 per month (12 pounds) for access to a Lifetime Financial Forecasting Tool (which you can discontinue after, or continue to use moving forward. Your choice. It's not my product. I use it because I like it and it's available to anyone).
The time is now. Come Master your Money and shift from overwhelmed, to on purpose and in control.
NB: Only 10 seats available. If this resonates with you, don't hesitate!
NB: Only 10 seats available. If this resonates with you, don't hesitate!
WORKSHOP DATES
All workshops will be held at Work & Co (Touchstone House on 7 Bree Street, Cape Town) from 10:00 - 13:00 on the following dates:
All workshops will be held at Work & Co (Touchstone House on 7 Bree Street, Cape Town) from 10:00 - 13:00 on the following dates:
- Saturday 28th July
- Saturday 18th August
- Saturday 15th September
- Saturday 13th October
- Saturday 10th November
- Saturday 8th December
ANY QUERIES?
Send any questions, queries, concerns or feedback to Mary J via [email protected] or on 0824555919.
ABOUT FACILITATOR : MARY J
Mary J Fourie is a Millennial and founder of My Journey 2 Freedom. She has experience as both a Millennial and women on a journey to fulfil her purpose, as well as a Financial Planner and Coach equipped with the tools to make it happen. Mary has two NQF5 Higher Certificate’s in Financial Planning obtained from Milpark Business School and is a Registered Financial Planner™ with the Financial Planning Institute Southern Africa (FPI). Mary passed all Regulatory Examinations with flying colours. She also has an ICF approved Leadership & Coach Training qualification at PCC level from Star Leadership (Pty) Ltd and is an accredited iEQ9 Enneagram Practitioner.
Mary is a member of The International Coach Federation (ICF) and aligns herself with their definition of Coaching which is: “Partnering with clients in a thought-provoking and creative process that inspires them to maximize their personal and professional potential.”
ABOUT MJF
Everything we do is about Freedom.
My Journey 2 Freedom exists to help Millennials* live financially independent lives and fulfil their purpose whilst feeling confident about their choices and the direction they are headed.
We will help you create a financial strategy and focus your attention on what is most important to you so that you can shift from overwhelmed, to on purpose.
We work with Millennials that are up to something inspiring, with a vision to contribute something of value that will change the world in some way.
We’re known for our independent, disruptive thinking that challenges the status quo and allows us to provide a neutral, fee-based and solutions-agnostic service.
Our clients are in control of their money and the direction their lives are headed.
They report lowered feelings of anxiety and overwhelm, and increased confidence around decisions about how to spend their money.
*We define Millennials as those born between 1980 – 2000, comprising of Gen Y and some Gen Xers on the cusp.
We work with Millennials that are up to something inspiring, with a vision to contribute something of value that will change the world in some way.
We’re known for our independent, disruptive thinking that challenges the status quo and allows us to provide a neutral, fee-based and solutions-agnostic service.
Our clients are in control of their money and the direction their lives are headed.
They report lowered feelings of anxiety and overwhelm, and increased confidence around decisions about how to spend their money.
*We define Millennials as those born between 1980 – 2000, comprising of Gen Y and some Gen Xers on the cusp.
DIRECTIONS
Money Mastery for Women Series (DIY Financial Planning)
Work & Co, Touchstone House, 7 Bree Street, Cape Town
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