INDIVIDUAL COUNSELING SESSIONS
This service is available to clients who want a 1 hr session or just a few sessions and not a package. Here you come prepared with questions that you needed guidance with during your free consultation.
FINANCIAL COUNSELING 10 SESSION PACKAGE
THIS IS A PACKAGE OF 10 SESSIONS, 1HR EACH SESSION.
We will get to know each other and go through an entire organizing your financial life plan, financial habits, building savings, comparison shopping, understanding your spending personality and finally celebrating change throughout the 10 sessions!
DAILY MONEY MANAGEMENT SERVICES
Bill Paying and Organization
Checking, Credit Card, Investment Statement Reconciliation and Review
Fiduciary Services - Power of Attorney
PERSONAL FINANCIAL EDUCATION
(Taught in English or Spanish)
Topics I teach:
Goal Setting & Budgeting
How Credit Affects You
Ways to Repair your Credit
The Importance of Insurances
Ways to Handle Your Checking Account
Learning about Paystubs /Banking
The Basics of Investing
Learning Different Retirement Plans
Is it better to Buy or Rent
How Can We Teach Our Kids to Manage Money
EDUCATIONAL MATERIAL TRANSLATIONS
Need Personal Financial Education Materials or Book Translation from English to Spanish? I'm happy to discuss your next project.