I believe (and so does Five Rings) that...
If we help educate our friends about money, then they can make smart financial decisions on their own.
I don't know about you, but I think that's a great concept! Not everyone wants to be told what to do with their money. However, if you are taught about the different options that exist, then you will be able to know what questions to ask in order to get you going on the right path to your financial goals!
Everyone, of course, has different goals:
- Wealth accumulation
- Saving for retirement
- Saving for education
- Protecting your income in case you get sick
- Protecting your family should something happen to you
- Protecting your money from taxes
- Tax favored strategies for your business
Whatever the case may be, we can help you get the information you need to make educated financial decisions. Our process starts with a Money 101 Workshop and Dinner.
For those that want to share this information with those you know best, whether it's your employees, business team, or a group of friends, we also teach lunch and learn workshops. You provide the group, we provide the education and lunch!
I also have a place in my heart for women's financial empowerment, and especially women in business. I host a Wine, Women & Wealth event each month in Westminster.
Click the buttons below for more information and to get invited (or RSVP)!
I don't know about you, but I think that's a great concept! Not everyone wants to be told what to do with their money. However, if you are taught about the different options that exist, then you will be able to know what questions to ask in order to get you going on the right path to your financial goals!
Everyone, of course, has different goals:
- Wealth accumulation
- Saving for retirement
- Saving for education
- Protecting your income in case you get sick
- Protecting your family should something happen to you
- Protecting your money from taxes
- Tax favored strategies for your business
Whatever the case may be, we can help you get the information you need to make educated financial decisions. Our process starts with a Money 101 Workshop and Dinner.
For those that want to share this information with those you know best, whether it's your employees, business team, or a group of friends, we also teach lunch and learn workshops. You provide the group, we provide the education and lunch!
I also have a place in my heart for women's financial empowerment, and especially women in business. I host a Wine, Women & Wealth event each month in Westminster.
Click the buttons below for more information and to get invited (or RSVP)!