You'd like a crash course on all things financial so that you can get your bearings before you start your financial journey.  A wide range of topics are covered in this four week course or in a course customized to your needs.

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Virtual Classes

FPNW offers a four-session virtual class for $750 per household and up to 4 households might attend simultaneously.  This course covers the following topics as well as any others you wish to review:

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• Banking

• Savings

• Taxes

• Budgeting

• Debt Management

• Credit Scores

• Stock and Bond Investing

• Retirement planning

• Social Security and Medicare

• Charitable Giving

• Insurance Planning

• Estate Planning

 

I am not licensed to practice law or provide specific tax advice but I offer important information about taxation and estate planning. I am happy to interact with your tax and legal advisors or to suggest such resources for you.

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Individual education sessions on specific topics of your choosing are also available at an hourly rate of $200 with a two hour minimum.

 

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Speaking Engagements

Perhaps you are part of a club, church or other group that would benefit from a one to two hour presentation called Money Matters - The Ten Essentials.   The "Money Matters" presentation reviews the ten (or more) most important financial actions that everyone should be well versed in.  

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This is typically a robustly interactive session with lots of audience involvement and takeaway materials.

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Speaking engagements and their cost are available by agreement.