Finance Classes

We increase the financial literacy of individuals, families, and businesses by teaching them about banking, saving, budgeting, credit, insurance, and investment planning. Classes are presented to adults, teens, executives, and even…welfare recipients, employed individuals, college students, and the homeless and those whom were formerly incarcerated. ALL OF OUR CLASSES ARE VIRTUAL! This means we can provide the consultation you need right over the phone and/or in the form of video chat. This agility gives clientele the comfort of being able to discuss their finances without ever having to leave the comforts of their home and/or office. We are continually updating the classes we offer, so please make sure to check this page to receive the most up to date information.

Personal Finance Classes

Do you have questions about how to better manage your finances? Do you have a hard time saving? Do you struggle with preparing for retirement? Do you know exactly what you spend and in what %’s? Are you saving for emergencies properly? Can you afford to buy a home? Are you interested in investing your money? All of these common questions may not have answers, but we’ll help you find them. We’ll provide you with a solid financial plan to clean up the past, that makes you comfortable today, and that helps prepare you for the future.

Inform Us If You’d Like: (2) 45 Minute Sessions OR (3) 30 Minute Sessions
Contact Us One You’ve Paid to Schedule Your Consultation: (410) 205 6533 OR [email protected]

1.5 Hour Virtual/Phone Personal Finance Assessment | $100

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Business Finance Classes

Do you have a business and struggle with finances? Are you aware of what your profit margins are? Are you trying to lower your overhead? Should you get financing to support your business idea? Do you know everything you can write off on your taxes as a business expense? Do you use the correct payroll/ accounting software? Are you considering expanding and/or taking a business risk? Do you know how to start a business financially? Answering these questions as a business can go beyond complexity, and lead to confusion…we can educate you on something broad or specific. You can plan your own consultation.

Inform Us If You’d Like: (2) 45 Minute Sessions OR (3) 30 Minute Sessions
Contact Us One You’ve Paid to Schedule Your Consultation: (410) 205 6533 OR [email protected]

1.5 Hour Virtual/Phone Personal Finance Assessment | $100

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Relationship Finance Classes

Are you not married, in a relationship, and find money as the frequent topic of your conversation? Do you want to budget together as a couple? Does your partner know how to manage money? Do you want to travel/do something together but struggle with financially preparing for it? Are you taking the correct financial steps as a team? Relationships and finances may not be best friends but they don’t have to be enemies either. We’ll help you both identify solutions and a process that works best for your relationship. You can finally stop the awkward conversations and move forward  in peace.

Inform Us If You’d Like: (2) 45 Minute Sessions OR (3) 30 Minute Sessions
Contact Us One You’ve Paid to Schedule Your Consultation: (410) 205 6533 OR [email protected]

1.5 Hour Virtual/Phone Personal Finance Assessment | $100

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Family Finance Classes

Do you have a family and struggle with finances? Are you thinking of starting a family but aren’t sure if you’re financially prepared? Have you set any family financial goals or objectives? Is your family in debt? Can you provide for your children in the way you’d like? Are you educating your children on good financial practices? Are you saving for your child and/or children’s tuition? Do you have life insurance for your family? Can you afford a home and/or a new home? We’ll help you and your family get on the right track to securing a good financial future.

Inform Us If You’d Like: (2) 45 Minute Sessions OR (3) 30 Minute Sessions
Contact Us One You’ve Paid to Schedule Your Consultation: (410) 205 6533 OR [email protected]

1.5 Hour Virtual/Phone Personal Finance Assessment | $100

Purchase Now