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SPEAKER/PRESENTER

Varies

Varies

SPEAKER/PRESENTER

SIGNATURE TOPICS

Your Words Have Power

Journey To Generational Wealth


WORKSHOPS

Financial Goal Mapping (2 hours)

  • Money Mindset

  • Goal Setting

  • Goal Mapping

Financial Vision Board Session (1.5 hours)

  • Dream Big

  • Create a vision board that displays your financial desires

Kickstart Your Kid's Financial Future (1.5 hours)

  • Methods to create a solid foundation for your children's financial future

Financial Foundation for Youth (Series) (1.5 hours per session - 9 hours total)

  • Money Mindset

  • Financial Goals 

  • Savings/Investing

  • Giving/Spending

  • Credit/Debt

  • Budgeting/Taxes

Financial Success Starter (Young Adults - Mainly recent college grads or high school grads going into the workforce) (2 hours)

  • How Credit Works

  • Employer Benefits Review - Don't leave any money on the table

  • Overcoming Lifestyle Creep before it Happens

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