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Next Event!

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Now that you are at home, it is time to get a few things off your to-do list! If you are like some of my clients, you have decided to review your financial health and get things back on track!

The world is always changing, never mind before COVID-19. Therefore you should get access to the most up-to-date information available. The book your friend gave you is likely not relevant in the post COVID-19 world. We don’t see our family, friends, or coworkers any more to ask them for advice.

This event will be broken into four topics:

  • What is personal finance?
  • How to review your financials
  • Understanding your human value
  • Saving VS Investing VS Planning

Upcoming Events will be posted soon!

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