
About this Event
During this workshop, Winnie will:
- Share her exact bank account setup (checking and savings) and categories for bookkeeping.
- Share example target allocation percentages so you can make sure you're running a sustainable model.
- Offer her real life Life by Design spreadsheet as an example.
- Lead a workshop to audit your bank accounts and plan for 2026 with stellar finances!
Event Venue & Nearby Stays
Keller Williams Realty Charleston-West Ashley, 1180 Sam Rittenberg Boulevard, Charleston, United States
USD 0.00