August Planner Workshop

August Planner Workshop

Join us for our monthly planning session where we come together to get organized, budget, and set our goals for the upcoming month! This month, we're meeting on July 26, 2026 at 2 p.m. to prepare for a successful August.

Whether you're a seasoned planner or new to the process, this event is the perfect opportunity to:

• Get Your Budget in Order: Let's tackle our finances and set realistic goals.
• Organize Your Planner: We'll guide you through setting up your planner for the month ahead, including key dates, to-do lists, and goals.
• Hold Each Other Accountable: We believe in the power of community and support, so we'll be checking in on each other's progress and sharing tips for staying on track.

Bring your planner, your goals, and your positive energy—let's make August a month to remember!

Info: *Introduction by Ramah

*Overview of the event and what to expect

*Brief background about Ramah and why she's passionate about planning and goal-setting *Attendees introduce themselves

*Light chatting and networking

*Grab snacks and drinks

Info: *Review bank statements, credit card statements, and money apps

*Identify how to locate and keep track of bill due dates and minimum payments

*Discuss where to write down key financial information in your planner

Info: *Discuss and brainstorm goals for September.

*Discuss where to place personal and professional goals in your planner and questions you can ask yourself to come up with goal if you don't yet know your goals.

Info: *Discuss goals for the first week of September.

*Discuss how to plan out the first week in detail, including tasks and priorities

Info: *Open floor for questions and discussion

*Share what you’ve gained or learned

*Final thoughts and closing remarks

Also check out other Workshops in Charlotte, Meetups in Charlotte.