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Practice Management 101: Financial Road Map

June 8 @ 3:00 pm - 4:00 pm MDT

Our June guest speaker will be Kim Phalin of Financial Guidance, LLC!  Join us as she takes us through Creating a Financial Road Map.

During this event, Kim will discuss how developing a budget is like creating a road map for your finances. Having a financial road map helps reduce financial challenges and puts you on a plan to meet your financial goals. In this presentation you are going to learn the benefits of budgeting, what you need to budget, and how to create a zero based budget.

​About Kim: Kimberly Phalin created Financial Guidance LLC in August 2018. She brings knowledge and experience from 10+ years in the accounting profession as a Certified Public Accountant (CPA) and Certified Global Management Accountant (CGMA). Kimberly became a Ramsey Solutions Master Financial Coach in May of 2019. Many individuals do not realize the stress and anxiety caused by financial challenges. Kimberly is a financial coach who helps solve these financial challenges, which guides individuals or businesses to financial security and freedom by developing personalized plans.


June 8
3:00 pm - 4:00 pm UTC-7
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Rod Thomson

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