Slide Show Personal Finance LLC
Personal Financial Education Sessions
Slide Show Personal Finance LLC
Personal Financial Education Sessions
Personal Financial Education Sessions
Personal Financial Education Sessions
I partner with individuals for 1:1 personal financial planning education and with group programs to educate clients on financial literacy and strategies. Ultimately my aim is to help individuals create personal economic stability, reduce stress, achieve long-term financial well-being and increase successful outcomes.
Please be aware that I do not work for nor do I partner with any:
I am knowledgeable on products and services available in the market place and I can provide you with education around which financial products or services may be suitable and appropriate for specific situations and/or goals.
Working with clients in this way radically reduces conflicts of interest which are otherwise present in the prevailing revenue models of the financial services industry. Clients may hold assets at any firm(s)/custodian(s) of their choice.
If you have questions or would like to discuss my services prior to booking an appointment, please find my contact information below.