Financial Consultant Nearby Vernon BC

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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.

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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.

MONEY & FINANCES 101—LEARN MORE
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