Take control of your finances in a few easy steps!

If you’ve never worked with a financial planner before or aren’t sure what financial planning is, then this complimentary course is especially for you! In just a few lessons, you’ll have completed personal finance basics and be ready to start your planning journey.

Stop stressing. Start doing!

Master your finances today

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Organizing personal finances is an all too common struggle. 

  • Where do you start?
  • What do you do first?
  • What if staring at numbers makes you want to scream?
  • Do you find all your answers in Google?
  • What if you have more complicated issues? 

You may be excited to get organized but pretty soon feelings of anxiety and stress creep in and make you abandon all hope.  Well, I’ll let you in on a little secret: managing money is often the last thing on anyone’s to-do list.  But it doesn’t have to be that way!

What if you could take those negative feelings about your finances and turn them into clear actions and progress?  Wouldn’t you feel relieved knowing you’re conquering your finances once and for all? 

That’s exactly what this course is designed to do. 

Together we’ll…

  • Define what’s most important to you,
  • Set up a personal budget that’s easy to maintain,
  • Learn some basic tax lingo, and
  • Decide if a personal finance mentor is right for you. 

Each part includes a worksheet with questions and activities to keep you on track.

By the end, you’ll have your personal finance basics completed and be soooo proud of yourself!  Life is complicated but your finances don’t have to be a constant struggle. 

If you’re ready, let’s start planning at the speed of life!