Promoting financial literacy through teaching and coaching
Services Offered
Group presentations: Standard programs include: "An Overview of Money Management for Christians" and "Leaving a Legacy: End of Life Planning"; but I will do customized presentations, including for specific audiences (e.g. pre-retirees, men's and women's groups, etc.).
Coaching: Sometimes you just need to know if you're on the right financial track. I help clients review their finances, check for evidence of fraud, help set up a budget if needed, and identify weaknesses and areas needing change. The initial consultation is free of charge.
"Avoiding Financial Scams"
I offer this program free of charge in the northern and central Shenandoah Valley area of Virginia as a public service.
