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164 Market Street, Suite 288
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  • On-line educational courses on Financial Planning topics and Investing that are easy to understand for everyone and actionable so your employees can achieve the financial future they desire.

    These Courses are offered on-line with easy access from anywhere and built to empower people to be in charge of their financial future. I can provide Group Discounts as well as one on one coaching, and group training.

    Whether you offer a retirement plan or not, educating your employees on finance and investing topics will help them have a better financial future and can plan for a better life.

Products by

  • My Money Plan

    MY Money Plan ECourse - 13 Video Trainings built in 3 Phases to walk someone through Creating their own Financial Plan Phase 1 - Building the Foundation - Money and Your Emotions/Values - Budgeting, Saving & Debt Phase 2 - Money Goals and Planning -... Read More
  • The Keys to Investing Course

    The Keys to Investing Course - Jargon Free with Short video trainings to keep you interested and engaged. - Easy to understand and walks you through the investing basics of thinking long term and compounding your money - Lots of examples and stories to show you how investing is... Read More
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