03/18/2023
Want help with your finances...
We cover:
• Debt repayment plan, using the snowball method ❄️🌨️
• Emergency fund -- 6-9 mos in high yield savings
• Your personal risk profile -- risk appetite & tolerance
• Investment options -- ETFs, mutual funds, income dividend stocks, growth capital appreciation stocks, tax free muni bonds, corporate bonds, and more
• Retirement plans 401K, 403b, etc.
• College savings plans
• Real estate investing, commercial property, REITs, slice investing, and renting out a room or floor to qualify for 1st time home
• Preparing to buy 1st home
FAQ
Why would I want concierge service?
You have questions, we have answers. A dedicated financial industry person with in-depth knowledge & training to introduce you to the right people who will safeguard your financial interests as fiduciaries.
Why now? Why me?
Having sound financial condition gives you a voice & a seat at the table, empowering you to have a voice at home, at work, in your community, and with government when you take the time to write your congressperson.
What is the impact of money & relationships?
😶🤨😐
What is your relationship to money? Emotional spending? Emotional reactivity through miserliness?
Work those out in pods of 5 with diverse risk profiles.
Can I get by on the bite-sized deliverables on Instagram?
Yes. You can. If you want to go deeper, join a community of like-minded individuals, get support along the way, and dive deeper, then the program is for you.
Are there payment plans available?
Yes. If the monthly payment plan is too difficult, we have a pro bono program where volunteers provide tailored service to get you in a better financial position.
We are also sensitive to issues with the dissolution of relationships & can accomodate.
There has been an increased demand for financial literacy even as inflation continues.
They ask, "Why didn't we learn this in school."
Some of us did. Programs like Junior Achievement provide auxiliary education led by business professionals who volunteer their time to a good cause.
We extend that efficacy to audiences that might need it through the different phases of life.
Now offering 3 month packages. $2,000-$5,000.
