Iowa, United States •
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About
I translate the confusion & overwhelm that comes with discussing finance into fun & engaging content
Understanding Company Benefits
In this type of workshop, I work directly with employees to educate them on the financial benefits they receive through their employer and how they can better understand them in order to properly utilize and build wealth. We'll cover topics such as 401k plans, taxes, paystubs, etc.
Personal Finance 101
It's no secret that none of us learned this in school. Financial wellbeing is just as important as our physical and mental health. In this type of session we go back to the basics to properly understand how to use our money to build a live we love. We'll cover topics such as budgeting, paying off debt, saving, etc.
Investing 101
Being able to properly manage your money is a good start. But you won't get far until you start investing. I understand, investing is unknown and can be scary, especially when there are a thousand people saying a thousand different things. In this type of session I help individuals cut through all the noise and better understand their options to build wealth. We'll cover topics such a retirement investment accounts, stocks + bonds, planning for your future, etc.
Your perspective matters!
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