Upcoming Events
Insurance and Risk Management
We will delve into the types of insurance; what is needed to protect you and your family and how to manage risk.
Investment / Accumulation of Wealth
We will review risk tolerance in relation to investments, investing to meet accumulation goals and the various types of investments to consider, to address your financial goals.
Retirement Planning
We will delve into ensuring adequate retirement income: the impact of earlier or later retirement, government, employee and personal savings, cost of medical care, managing retirement distribution
Tax Planning
We will delve into managing federal income taxes with investment strategies.
Understanding Your Employer Benefits-Know what is available to you
We will cover retirement plans, insurance plans, fringe benefits and stock options
Estate Planning / Preservation of Wealth
We will delve into elements of estate planning and address your estate planning needs: Legal Documents needed and Execution of an Estate Plan.
Social Security
Come, we will delve into the ins and outs of social security, how benefits are calculated and how you can maximize your benefit.
Net Worth and Cash Flow Analysis
Every Financial Plan starts with knowing your income, expenses and creating a positive cash flow. We will focus on:
1. Understanding Net Worth and Cash Flow
2. Learning how to measure financial health
3. Identify opportunities to improve financial outcomes
4. Apply insights to personal financial planning
Introduction to Financial Planning
An overview of financial planning and 10 things every woman should know about their finances
Budgeting
Your Financial Life should start with creating a budget that is efficient and not restrictive. We will work on budgets sheets, how to create a budget for your lifestyle
Credit Reconstruction
JOIN us as we explore the legitimacy behind credit repair companies while providing tips, tools, and strategies you can implement yourself. Bad credit is a more serious problem than most of us realize