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Budgeting for Entrepreneurs & Freelancers

  • Beginner
  • 18 and older
  • $100
  • 1520 2nd St, Santa Monica, CA
  • 6 hours

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  • $100
  • GA Santa Monica @ 1520 2nd St, Santa Monica, CA 90401
  • 6 hours
  • A computer will not be provided.

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Class Description

Description

What you'll learn in this financial planning course:

This course is designed for entrepreneurs, freelancers or anyone who has fluctuating income. The course is structure to help students reframe the purpose of budgeting so that it becomes a useful tool for reaching their personal and business goals. We begin the course by discussing the traditional ways of thinking about budgets as well as our own experiences with budgeting. We then reframe that traditional thinking to move towards a more fun and purposeful use of the tool. Students analyze their own spending habits and their personal lifestyle goals and end the course by creating an action plan to reach those goals through budgeting.

The second half of the course dives deeper into business budgeting. The course begins with a discussion of the things we are told we need to financially prioritize. From there we use reflection techniques to determine which areas are actually most important for each student. Students then use their current revenue and expense data to create personalized timeline based financial plans for prioritizing their limited funds.

Takeaways:
By the end of the workshop, students will know/be able to:
  • Reframe negative views on budgeting
  • Reasons to create personal & business budgets
  • Ways to budget (without losing your hair)
  • Use mindfulness techniques to successfully prioritize a budget
  • Create a purposeful personal budget
  • Determine their current financial abilities (i.e. revenue vs. expenses) 
  • Use mindfulness techniques to prioritize next business spending needs
  • Create a timeline based financial plan for reaching their entrepreneurial spending goals 
Preparation:

None! Bring a computer and something with which to take notes.

School Notes:
For students enrolling in 12 week part time and immersive classes, it is not recommended that you book more than one class simultaneously.

Refund Policy

If you can't make it to a class/workshop, please email us at [email protected] at least 7 days before the scheduled event date. No refunds will be given after this timeframe.


In any event where a customer wants to cancel their enrollment and is eligible for a full refund, a 5% processing fee will be deducted from the refund amount.

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