- College funds
- Investing, stocks, mutual funds, etc
- Debt minimizing
As a veteran teacher I have assisted many teachers, secretaries, health care professionals, lawyers, engineers, and other professionals in how to achieve
their dreams of financial wellness. I call it "8 Steps To 7 Figures." Money doesn't buy you happiness? I am here to say it does help. Financial Wellness in the "Wellness Wheel" often plays a primary roll in all the other pieces. Financial wellness provides a healthy stable life, balance in marriage, emotional and spiritual wellness and allows for wonderful family memories with your children.
The reason I am offering my services is to help you with your budgets, retirement, buying stocks longterm, how to set up college plans, retirement plans, savings plans, debit minimization plans. I can help you get past roadblocks, help you see what a long-term goal is and how to achieve it. I can help you achieve seven figures with eight steps.
I am very passionate about this topic and will coach and help you to reach your goals. I am not a financial planner so I do not have an interest in taking your hard earned money and wasting it. I will teach you how to manage finances yourself, as no one cares more about your own money and family more than you do. I will also teach you how to do your "homework" to make your own lifelong financial decisions.
I am here to help and assist you.
* discount rates available to education professionals.