For You

Curriculum
Instructor

Introduction
- Getting Started
Build your Financial Strategy and Goal Setting
Build your Budget
Build your Family Protection Strategy
Build your "Get out of Debt" Strategy
Build your Spend Money Strategy
Build your Estate Strategy

I help successful people make better financial decisions. I’m passionate about financial planning and advice, and showing people that money doesn’t have to be hard. I help people understand where they are now, where they want to be, and how they can get there. I get a kick out of people getting the ‘uh-huh’ moment, and facilitating conversations about money that just never otherwise happen!

Introduction

Build your Financial Strategy and Goal Setting

Build your Budget

Build your Family Protection Strategy

Build your "Get out of Debt" Strategy

Build your Spend Money Strategy

Build your Estate Strategy

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