Financial Consultant Nearby Vernon BC
TAKE ON THE WORLD
Establish a Sound Foundation
Ensure your young adult children possess the money skills they need to successfully navigate the world and be successful.
In our Money & Finances 101 program, your child will:
• Learn how to spend and save using healthy money management strategies and apps.
• Save with confidence using a savings account, GIC, TFSA, or RRSP.
• Create a plan with goals and dreams using right and left sides of the brain.
• Create a budget that works for them.
• Learn how to use credit and debt tools responsibly.
• Dive into what your bank offers for short and long term savings options.
• Discover their optimal financial decision-making model using Myers-Briggs.
• Build their "money language," including Pay Yourself First, Compounding, Dollar Cost Averaging, Return on Investment.
• Create their own "Money Story" that includes security and safety and makes them feel like they can take on the world! Get rid of the panic of running out!
• Understand how to grow money within their Risk Tolerance.
PACKAGE PRICE: $400.00 for 4 Sessions.
CURRENT SPECIAL: $299.00
UNTIL AUGUST 7, 2021
Sessions can start anytime before October 1, 2021.
Add extra sessions to continue the conversation as often as needed.