Forecasting with Monarch - June 16

​About This Session

​You have months or years of spending data, connected accounts, and a budget you have been keeping up with. But even with all that, you may still feel overwhelmed when big life decisions depend on having a clear picture of your full financial health.

​We all want to feel confident about the big decisions.

​That is what Forecasting is for.

​This is a live walkthrough of how to set it up. We will cover the parts that trip people up most: income setup, which accounts to include, how to read your forecasting chart, and the handful of things that look wrong at first but make sense once you know why.

​We will be transparent about what it does well right now and what still needs a workaround. Bring your questions, and we will save time for live Q&A.

​Who is this for?

​Monarch Plus members and those still in their trial who want some hands-on help getting started with Forecasting.

​Your host

​Rachel Lawrence, Head of Advice & Planning at Monarch, is passionate about money ideas that work in the real world for real people, using your core values to guide financial and other life decisions, backing up financial planning principles with research and evidence, and finding ways to have fun while doing it all. She is a Certified Financial Planner professional and has a Masters degree in Personal Financial Planning from Bentley University, along with more than 20 years of experience in financial planning and personal finance.