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Retirement is not an OLD person thing; it is a SMART person thing!

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Financial Literacy Matters

Posted on 27 May, 2019 at 16:30

Financial Literacy is necessary knowledge to make financially responsible decisions that are integral to our everyday lives.

 

The ability to manage personal finances is an essential skill for survival in an increasingly complex financial world where individuals are responsible for their own financial decisions on retirement planning, money management, major purchases, financing, health care, insurance and savings choices. Consequences of poor financial choices are not ...

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What is Financial Literacy & why is it important?

Posted on 2 May, 2019 at 0:50

Financial literacy is the ability to understand finance. More specifically, it refers to the set of skills and knowledge that allows an individual, business owner and organization leadership to make informed and effective decisions through their understanding of finances.  

The ability to manage business & personal finances is a necessary skill for survival in our increasingly complex financial world where individuals are responsible for their own financial decisions on re...

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Financial Consultant with the Heart of a Teacher

Posted on 1 November, 2018 at 0:05

Cash is King.  Money Does Not Grow on Trees.  A Budget tells Your Money Where to Go. 

Financial Freedom is as unique as each business, family & individual. Financial problems create stress. Financial Freedom provides independence and life choice flexibility.

Ever wondered how a financial consultant could help your business, non-profit, family and/or you?  Well .... here's a couple of points (and the types of knowledge and experience my services ...

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QuickBooks Online Live - May 15, 2018

Posted on 4 April, 2018 at 9:30

Want to learn more about QuickBooks Online (QBO)?  Join me for the morning sesssion on May 15, 2018 in beautiful Auburn, Alabama!  Using QBO already but KNOW you aren't receiving all the benefits?  Then, join me for the afternoon session for a deeper dive into Reports, Apps and Add-ons! CPAs  - are you looking for practical CPE Accounting & Auditing credits?  Join me!  Register now at the Auburn University Outreach website!  

http://www.auburn...

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Why An Accountability Coach for Your Finances?

Posted on 11 October, 2017 at 18:50

What are the benefits of an Accountability Coach?  

As Meredith Bell shares in her article An Accountability Coach Can Help You Get Results "It’s the rare person who can change a habit or master a new skill without the aid of a coach or support system. All athletes have a coach who shows them how to do the skill the right way, gives feedback, and offers encouragement along the way.

One of the most effective s...

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Certified Financial Coach Master Training

Posted on 24 January, 2017 at 17:55

Is your 2017 goal to improve your personal finances?

Have you heard of Dave Ramsey and the Financial Peace University (FPU)?   I am pleased to share that I've completed my Financial Coach Master Training  (FCMT) mentorship and received my certification from the Dave Ramsey organization!  

I'd love for you to consider me for your financial coach?!?!?! Not in the Atlanta Area? No problem, virtual services are available!

Adding Personal Financial...

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