Strategy
Building Generational Wealth
Building YOUR financial story by setting goals and creating an action plan on how to attain them.
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Budgeting and savings strategies
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Getting the most out of your employer benefits
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Risk Management with insurances
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Reviewing your retirement goals
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Mitigating taxes
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Building YOUR advisory team!
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Coaching
Creating Your Independence
Are you thinking of starting a business? Do you need some motivation and accountability? You don't have to go at it alone!
One on one coaching/mentoring can be helpful in areas such as:
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Budgeting and Creating your business plan
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Marketing and branding strategies
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Registering your new business
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Setting your personal and professional goals
Fees starting at $150 per hour
Workshops
Opportunities Through Education
Providing our community access to tools and information that traditionally has not been afforded to us is very important to me.
Educating companies, organizations and community groups on topics of financial literacy, "Womenomics" and Business Sustainability.
If I can be a resource to you and your group, please contact me to specialize a program that best fits your needs.
Fees based on group size