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Service Description
Choose this option if you want to learn more about the most important financial areas that impact all of our lives. We'll cover debt, investment options, employer benefits, home ownership , and more. Over the course of 8 weeks, you'll define your financial mission statement, discover the financial tendencies associated with your personality, and help you decide whether a budget or maintenance plan is right for you. This is a group setting with structured content that will help launch or re-launch you on your road to financial success. There is open discussion but you will never be asked to share your financial details with anyone and will only share some beginning and ending goal numbers anonymously. The class is a curated collection of the most important financial rules and concepts that everyone should learn. This class offers an introduction financial concepts, tools and exercises for you to use with your real-life examples, and collaboration with other class members.
Cancellation Policy
For free consultations please provide 24 hours notice if you need to cancel or reschedule. For all other services consult your services agreement for full details on our cancellation policy.
