Carol Friedhoff, MS, CFP®

Savvy Outcomes, Inc.
Dublin, OH
www.savvyoutcomes.com

Bio - Carol Friedhoff (PDF)

Available Topics
5 Critical Aspects of Your Financial Plan
In all aspects of life, if you have a plan and know where you’re headed, you can be so much more productive. When you worry about money yet do little to manage it, you get anxious. Eliminate that fear, reduce your stress, and ultimately make yourself more productive with the strategies explored during this session. Learn components of a comprehensive financial plan and how that plan can help end your money worries, increase your knowledge about paying yourself first, make your money grow faster, and prepare yourself to achieve your goals.

Given That Everything in Life Is a Project, Learn to Better Manage Your Life
Practically everything we do requires a form of project management. Whether cooking Thanksgiving dinner, planning a special occasion, or entertaining, we initiate, plan, execute, monitor, and close these tasks and events. By taking a light-hearted look at project-versus-life planning, Friedhoff attempts to challenge how well you manage your life. Discover how to use the phases of project management to add balance to your life and help you identify and achieve your goals.

How Fiscal Fitness Can Improve Physical Fitness
The number one worry that people have is money. Next, they worry about relationships and health. Guess what? Money impacts both relationships and health. When we are under financial stress, we begin to feel very negative - defeated, fearful, detached, and in conflict. This session will discuss the steps to take to be prepared financially, that is, fiscally fit. Being in control of one’s finances can reduce embarrassment, shame, and guilt and increase energy and boost emotional and physical fitness. Learn how to maximize your money to improve health and minimize worry.

How the 5 Phases of Project Management Can Improve Productivity
Invest in your future and expand your management capabilities by learning to utilize project management tools and techniques. Practically everything we do requires a form of project management. Whether planning our careers, communicating with staff or community members, or managing a multi-million dollar endeavor, we utilize the 5 phases of project management. We initiate, plan, execute, monitor, and close the related tasks or events. Discover how becoming more knowledgeable about all aspects of project management can improve your productivity and success.

How to Be Prepared for Declining Health
Whether you are concerned about your own health or the health of your parents or another family member, preparing and discussing a plan for declining health will greatly improve your financial, as well as emotional, well- being. So what is declining health? It is the gradual loss of the ability to function independently resulting in the need for additional support and services. This session will describe what should be included in a plan for declining health. Learn what resources are available, the options for getting care, and how to afford and pay for care.

How to Select a Financial Advisor
The first step in hiring a financial planner is to find a fee-only financial advisor. Select and interview three candidates. A planner plays a central role in helping meet life goals and achieve financial well-being. It is important to take the time to select a financial planner who is competent, trustworthy, and can be depended on for professional advice and services. This presentation includes a description of services and fiduciary responsibility.

The 4 R’s of Employee Benefits
Although organizations vary in size, they share a common vital asset - employees. However, small and new businesses have limited financial resources. This seminar creatively looks at how to use the 4 R’s of Employee Benefits to your company’s advantage. We will discuss successful ways to recruit/attract, reward, and retain ideal employees until they retire. Other topics include defining the ideal employee, traditional and non-traditional benefits, low- or no-cost rewards, and providing opportunities for multiple careers and education.

Filling Your Financial First Aid Kit
The number one worry that people have is money. Next, they worry about relationships and health. Guess what? Money affects both relationships and health. So, here is a fun-filled first aid kit to come to your rescue. Use a key to create your fulfilling life. Fill your piggy bank by paying yourself first. Use scissors to cut up credit cards and reduce debt. Use the flow of income to build assets and not drown them with liabilities. Insurance can be like a band-aid protecting you from the unexpected. Investments can grow to achieve your goals just like a package of seeds builds your garden. The U.S. flag represents our great country - learn to manage taxes instead of complaining about them. Finally, learn how documentation and planning help reduce risks and improve communication.