Probably the most important course you will ever take is Money Management, yet when have you?
One thing I can attest to is how much money you make isn’t as important as how you manage it. I am an advocate of financial literacy and believe it can significantly increase a person's quality of life. I offer a hands-on, real-life, upbeat approach to a subject that has so many paralyzed.
My courses are offered in two formats: TOPIC and SERIES.
TOPIC is designed to give you a lift in one specific area. Topics include credit cards, budgeting, savings, investing, etc. SERIES can range between 4-6 weeks and are designed to be interactive. They cover a number of topics and have a classroom style setting. Here, we may have guest speakers and yes, there's homework. Make sure you have your bills and statements handy!
I use everyday scenarios and interactive activities to move your team towards financial success.
Companies and organizations are discovering that investing in their workforce by adding “lifestyle” assistance to their benefits package and training programs are yielding happier, more productive employees. My workshops are designed to truly impact my audience’s financial well-being. I incorporate real-life scenarios and interactive activities. Topics covered include financial psychology, credit, budgeting, savings and investing and risk management. My on-site workshops are ideal for companies, non-profits, and government agencies. They can also be tailored for civic groups or just a group of friends.
Having a personal coach when working towards a goal can make all the difference in the world.
Let’s be honest, managing and sometimes even talking about money can be a challenge. I partner with you to help you reach your goals. Consultations focus on what you want to focus on. We go more in-depth and hone in on the areas you are most concerned with. This can include creating a budget or a savings and debt reduction plan. It can also include reviewing your accounts, bills, and loans or analyzing your spending habits.
We develop action plans together and tailor options that fit your lifestyle. Call or email today for a free 30-minute consultation.