Masterclass: Personal Finance Fitness (Insights from a Financial Planner)

As of 2023, only 57% of Americans were financially literate, with each generation reporting feeling less financially adept.

Alex Davis is an accomplished CPA and financial planner with a decade of experience. Having overcome a personal debt of over $50,000 to achieve a net worth of $300,000, she is passionate about guiding people from financial instability to prosperity.

In this masterclass, Alex will give you practical, tested strategies for financial planning, goal setting, and wealth building that draw on her journey from debt to security. You’ll learn how to craft effective S.M.A.R.T. goals and implement a purpose-driven plan to reach financial independence.

You’ll leave with a greater understanding of:

• How to identify your financial goals to achieve your pathway to prosperity
• How to create S.M.A.R.T. financial goals
• The mindset shifts needed to execute your goals