4 Things I Learned on the Tips and Tools for Financial Success for Families Seminar by Karen Pacia

by - March 15, 2019


Making financial choices is one of the hardest things to do but when it concerns your family, skills is the not the only thing you need to make sure that your family is secured and ready even in the future. You need tips and financial tools and learned about it.

Last February 23, 2019, I was lucky enough to attend the seminar of Ms. Karen Pacia, one of the founders and Digital Marketing Director of WE ENGAGE where she talked about the tools for financial success for families. Karen is also a blogger and a Momfluencer whose expertise on Digital Marketing, Money Management and Montessori Parenting is known in the circles.


The seminar is an eye-opener for me as Karen shared some story in her family life, how they are ready and financial-proof, what tools you need to achieve your goals.


Here are the four most important things I learned from Karen Pacia:

Family Budgeting is Important.

Having a budget is telling your money where to go instead of wondering where it went. Many times we wonder where the money went and realizing we have spent it on non-important things. Budgeting is really important, if you don’t have a budget, we will never know or have an idea where all of the money is going. As you take care of your family, one must adopt this good financial habit of having budget so that you can get control of your finances. By tracking what you spend on and where, you can be able to cut down when you know there’s an excess or unnecessary spending and then you can contribute to start building up your savings or allocating it to investments, insurance plans or things that you can help your family’s financial future.

Start taking note of your expenses now you might be surprised where your money is actually going.

Importance of a set money management goals.

What is your goal for your family? Of course, we want to have a safe and secure financial cushion that we won’t need to be afraid, in case something happened in the future. What you need to realize is that we never really know what will happen in the future but the most important thing is you are ready.

As early as now, we need to know about money management and why you need to manage your family finances. So how are you going to do that? You should be realistic on your goals and be specific on what you really want. You will need a time frame and where do you think that money should go. Some of these goals may be your children’s education or your family future travel plans or maybe you want to setup a retirement plans already even while you’re still young.

Pay yourself first.

You work not only for yourself but also for your family. You might be working hard for years now but haven’t really seen the fruits of your labors. The technique is, paying yourself first in all your hard work because the truth is you deserve it. Why not allocate, little by little to your retirement account or travel plans. What you save or invest now may be really handy in the future. You might never realize it but even the smallest peso that you allocate every pay day will really turn into real money as the years go on.

Openly discuss about money matters.

Talking about money between families may be a good or a bad thing, depending on your perception and goal. But it is really important between families to openly discuss money matters so that you can make smart financial choices. What do you really want or what you need is different. There are different stages and needs that will come in your family life among others. Really talking about money matters is healthy.

There are more things I learned during the Tips and Tools for Financial Success for Families by Karen Pacia. But these are the four things that made an impact for me. I also really want to know more about the Montessori Education she talked about and how interesting it is. Well, may be in her future seminars I will get to know more about it.


For more information about her Team and the seminars she’s sponsoring, please visit https://www.karenpacia.com/


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