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Finance Basics


Discovery Resource # ST-09
Resource Topic: Wealth Management
Planning Tools: Survival Tool
Career Phase: Learn
Description: Financial competency. Avoiding financial pitfalls.
Description:
Twenty to thirty years from now you will want to look back without regret having achieved the financial goals you have set for yourself and your family. Learning the basics and understanding how influencers taxes, insurance and disposable income could affect that future is critical from your first paycheck forward.
Objectives:
  • Best practices for planning a rewarding financial future by knowing and directing where your money goes from day 1.
  • Learn how spending and savings should go hand in hand with funding their needs, wants and dreams.
Author:
Ms. Wolfe is a principal senior wealth advisor at CliftonLarsonAllen Financial, LLC, where she provides financial planning and investment advice to high-net-worth individuals and investment consulting to institutions. With 22 years of financial planning experience, she specializes in guiding physicians and healthcare professionals in building comprehensive financial plans to incorporate both life planning and wealth creation goals. She earned her bachelor’s degree from St. Cloud State University.