5-Step Guide to Organize Your Life & Money

A transformative personal finance class teaching you how your money works, the steps needed to achieve financial freedom, and how to organize your finances into an efficient game plan.  

The 5-Step Guide
The 5-Step Guide is focused on educational topics, tools, and strategies to better manage your money and make smarter financial decisions.

The class is broken down as follows:

1. Tax Savvy Savings: Understand how to take advantage of your tax bracket and how to utilize your savings accounts strategically.
2. Impact Budget: Learn how to create a spending and savings plan that focuses on providing the most value to you.
3. S.M.A.R.T. Goals: Understand how to measure your goals and track progress.
4. Socially Responsible Investing: Learn how to align your investment strategy with your personal values.
5. Protect Your Hard Work: Understand how to protect yourself against unexpected events with insurance and legal documents.

My Pledge to You

I respect your time and attendance. There will be no products sold or discussed. Simply honest and time-tested financial advice.

Participants should be at least 21 years old to attend this class.