Financial Psychology: an in-depth look at the psychological factors that affect how we handle our personal finances. 

 Leaving a Legacy and Generational Wealth: Growing generational wealth requires thinking ahead, communication, a solid plan. 

Savings, Expenses & Budgeting: Effective money management is important to achieve your financial goals. Three important parts of money management are budgeting and saving, and monitoring expenses. 

Boosting Your Credit Score: How to boost your credit scores by following a few simple steps

Debt Elimination : Getting clear of debt is an important contributor to one’s financial health. This topic presents several strategies for paying off debts, and guides you through the process of creating a viable debt payoff plan. 

 Calculating your personal financial retirement number: Your “financial number,” the amount you need to retire comfortably, is highly personalized. I will provide you step-by-step instructions on how to calculate your personal financial retirement number. 

 Investing & Personal Financial Planning: a comprehensive overview of investment processes and how investing fits into one’s personal financial planning. Topics introduce the motivations and preparation associated with investing 

 Estate Planning: This topic covers the seven components of estate planning and discusses the implications of various decisions you may make during estate plan development.