Financial literacy is not taught in schools, at least not in the US for the most part. So, if you are feeling dumb when it comes to money and want some questions answered, my boot camps are for you.
DURATION
Boot camps range from 1-3 days, with flexible timeframes.
THE MEETING
LIVE Meetings
These are LIVE meetings, where you can learn about a topic of your choice and learn from other people’s questions as well.
This is a relaxed environment with no pressure, just fun hard-core financial education.
MORE INFO
We are here!
If you need your questions answered or are venturing out as a financial DIY-er, boot camps are what you need, click here to find out more.
DISCLOSURE
As a disclosure, this is real, I am real, I do this for a living, I am a CFP®, and there will be some paperwork that you will need to sign.
CONTACT ME
DROP ME A LINE
A CFP® can bring all your financial pieces together on a foundation of trust and collaboration.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA / SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, IL, MA, NV, TN, WA.
California Insurance License 0I39165.