Our Main Courses
These are my most popular courses!
We teach these courses online and/or with live in person audiences. We may offer discounts to school organizations.
Money Management
Personal Money Management Saving and asset building are the cornerstones of sound financial planning. Personal money management skills include budgeting, wise use of credit, managing debt, banking, and planning for the future. Learning to manage money well can increase your financial power by making your money work harder for you. This course will help you be smart about managing your money. ~ $$
Budgeting
Personal Financial Planning is a process of defining goals, developing a plan to achieve the goals, and putting the plan into action. Goals should be SMART (specific, measurable, attainable, realistic, and time-bound); plans should be focused; yet incorporate room for some flexibility when life's uncertainties arise. Putting a plan into action requires responsibility, accountability and restraint. ~ $
Financial Services
Understanding how to evaluate and use the wide range of financial services available to customers teaches teens how to discern what works best for them now and prepares them to make choices as their own situations change and new services become available later in their lives. This unit will introduce students to different types of financial institutions and the various services and products they offer that teens might want to use. Teens will learn how savings and checking accounts work and how credit and debit cards differ. Students also will explore automated financial services and mobile banking, and they will learn about identity theft and deceptive practices.~ $
Retirement and Investing
We provide the focus for young adults to learn the strategies for saving early and frequently, preferably with automated investment plan deposits. We also provide key topics and terms for young adults in basic investment principles to help them understand how to make sound retirement plan asset allocations. The words “retirement planning” have a very different meaning to financial education audiences at different stages of life. At ages 20-35, a key message is “time is on your side.” In the “middle years,” ages 35 to 50, is understanding how to juggle ongoing savings schedule with the problem of having too many other living or family related expenses, which may cause saving for retirement to be postponed or underfunded. In later adulthood, age 50 to 70, people can accelerate savings even further (hopefully). A primary retirement planning concern of people age 70+ is making their savings last throughout their lifetime. The high costs of health care and long-term care are also major concerns. ~ $$
Make Me A Millionaire
Wealth accumulation means you are increasing your net worth and wealth over time. You are acquiring more money and investing in assets that compound, which help you live a more comfortable lifestyle and achieve financial independence. In addition, you are implementing strategies to establish your estate while you are still alive. Make me a Millionaire, TM course will teach you the strategies to implement to create for yourself a millionaire status. ~ $$$
My Money Playbook
Financial literacy is the ability to understand and effectively use various financial skills, including personal financial management, budgeting, and investing. Financial literacy is the foundation of your relationship with money, and it is a lifelong journey of learning. My Money Playbook, TM is our live in person event which teaches individuals the strategies of creating a customized money plan for the next 3-5 goals in one's life. The participant will leave with a customized money playbook for their specific life goal. ~$$$