Financial Peace of Mind

It takes time to do this, and it requires access to learning resources, and instruction as well.  That is where we come in.  If you are willing to dedicate some of your time to learn with us, we will handle the rest.

In our workshops we cover four basic areas:

The Financial Basics

The basics encompass daily banking, taxes and tax returns, budgeting, establishing savings goals and tips for accomplishing them, setting up personal pension plans for you and your children, education cost planning, and functional credit.

Financial Strategy and Investing

This area delves into the basics of investing and seeking competitive returns.  We will help you learn how to evaluate the risk of different asset classes, including stocks, bonds, and real estate.   We’ll evaluate what smart borrowing looks like in a good financial plan, and also the devastation that not so smart borrowing can cause.   We will also assist you in the start of your own family financial plan.

Determination to Succeed

You might think your child is going to get a lot of helpful information and training around practical financial literacy in school – but they are not. Studies consistently show that almost all of a child’s financial training comes from their parents.  We will help you take all that you learn with PLAN4it and apply it to your children and their needs. Alongside that we will help to train and empower you to guide them as they develop their own plan for a life that is financially stable, and financially promising!

Your Child’s Financial Journey

The basics encompass daily banking, taxes and tax returns, budgeting, establishing savings goals and tips for accomplishing them, setting up personal pension plans for you and your children, education cost planning, and functional credit.