Sheila's Journey
Sheila followed in her advisor’s footsteps. She became a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Advisor in Philanthropy®, and she never lost her passion for teaching the fundamentals of Personal Finance.
Her commitment to teaching was solidified when she encountered one of her former students after ten years. The student expressed his gratitude and told her that he was still implementing the things she had taught him. This encounter reinforced Sheila's belief in the importance of teaching personal finance and its impact on individuals' lives. Her approach to teaching is practical, relevant, and easy to understand, which helps students feel empowered and confident in managing their finances.
What We Offer
Life and Money
Fundamentals of Personal Finance
Designed to provide students with the knowledge and tools they need to take control of their finances and achieve their financial goals. The course covers a wide range of topics, from organizing finances and creating a clear financial vision, to setting smart financial goals and tracking expenses.
Students will learn how to calculate their net worth, allocate discretionary income to achieve their goals, and prepare for unexpected financial events. The course also covers important topics such as debt reduction and estate planning.
WELCOME TO THE
Life & Money Course
Imagine having your finances in order. You’re free of Financial clutter & a have a clear plan for setting and achieving financial goals
- You’re so stressed and anxious about reviewing finances that you only do it when you absolutely have to.
- You know that you should be saving but you spend impulsively to reward yourself for your hard work.
- You don’t have a clear vision of your financial future; in fact you’d prefer not to think about it.
Are You Ready?
Are you ready to get organized? To get clear about your vision and goals?
To take control of your spending?
I’m ready to take control of my finances!
