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The Comfort Circle™ (January 28th)

An intimate gathering where we talk about money, business & life – over food...and wine!

Theme for January 28th:  "Create a One-Page Financial Plan"

 

Money needs direction - literally. It needs to know the job you are expecting it to do, especially since it has so many "jobs."

  • It has the job of being there in the future through how you save and invest.
  • It has the job of financing your lifestyle - aka, paying for your responsibilities and desires.
  • It has the job of fueling your life through how much you earn and how you earn it.

 

A key tool for giving your money direction is a financial plan.

 

Yet, far too many people avoid (or dare I say "hate"?!) creating one.

 

For some it is because they think it's hard, cumbersome and time-consuming. For others, they freeze because they've become overwhelmed by the numbers. And then there are those that don't even know where to begin.

 

During this dinner, we'll walk through a process so that you'll leave with your one-page financial plan in hand! Imagine that!! Imagine kicking off the year with clarity about what you want; where you are; and what is needed to close the gap -- and, in so doing, defining money's role in making it all happen.

 

Please note: The restaurant is in midtown nearby all major transportation hubs (Penn Station, Port Authority and Grand Central).

And, did you see the profile of the dinners on Reuters?! Chris Taylor did an excellent job capturing all that makes these evenings special. Check it our here!

Here's What You Get

Happy Guests

"The Comfort Circle™ is…well, very comforting! and sparking something lasting and important."

"This was a very informative discussion. Jacquette encourages dialogue while moderating with insight and authority."

"I've attended several Comfort Circle™ dinners because they help keep me grounded. Plus, they have helped me erase the shame and guilt associated with irresponsible financial behaviors."

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Theme for January 28th:  "Create a One-Page Financial Plan"

 

Money needs direction - literally. It needs to know the job you are expecting it to do, especially since it has so many "jobs."

  • It has the job of being there in the future through how you save and invest.
  • It has the job of financing your lifestyle - aka, paying for your responsibilities and desires.
  • It has the job of fueling your life through how much you earn and how you earn it.

 

A key tool for giving your money direction is a financial plan.

 

Yet, far too many people avoid (or dare I say "hate"?!) creating one.

 

For some it is because they think it's hard, cumbersome and time-consuming. For others, they freeze because they've become overwhelmed by the numbers. And then there are those that don't even know where to begin.

 

During this dinner, we'll walk through a process so that you'll leave with your one-page financial plan in hand! Imagine that!! Imagine kicking off the year with clarity about what you want; where you are; and what is needed to close the gap -- and, in so doing, defining money's role in making it all happen.

 

Please note: The restaurant is in midtown nearby all major transportation hubs (Penn Station, Port Authority and Grand Central).

And, did you see the profile of the dinners on Reuters?! Chris Taylor did an excellent job capturing all that makes these evenings special. Check it our here!

Here's What You Get

Happy Guests

"The Comfort Circle™ is…well, very comforting! and sparking something lasting and important."

"This was a very informative discussion. Jacquette encourages dialogue while moderating with insight and authority."

"I've attended several Comfort Circle™ dinners because they help keep me grounded. Plus, they have helped me erase the shame and guilt associated with irresponsible financial behaviors."

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