Personal Financial Coach

Budget Consultant

Finance Coach

Finance Mentor

Savings Consultant

Generation Planning Program

Money Planner

The Digital Generation

Gen Rx Gen TXT

Gen no The lies

Millennials

Generation Know

Generation Subprime

Cash Insurance Plans Short Term Investment Mid Range Savings Long Term Savings College Saving Plan Emergency Fund Next House Fund Wedding Fund 1 year money 5 year money 10 year money 20 year money

Retirement Savings Individual Retirement

Account

IRA Roth IRA

Employer Retirement plan

401(k)403(b)Tax Sheltered Annuity

25 to 50 year Money

Budget

Online

Accurate

Current

Cash Flow

Banking Local

Institutional

Online

Future spending Savings Account

2-5 year money

Emergency Savings Savings Bond

Coins

Investments Long Term Savings Mutual Fund Risk

[Individual Retirement Account]

Roth IRA

I love my Budget. Positive Monthly Cash Flow

$1,000,000 Asset Goal

10 year financial Freedom Goal

Performance Savings Design

I love my Vacation Club.

$2,000,000 Club

Written Organized Financial Life Plan Implement Strategic Cash Management

Online bank, Credit Union and Local bank

Start Automatic Investment Plans

UTMA,529 and Bonds

Health InsuranceBuy Supplemental Health Insurance

College Cost Planning

Loans, Grants, Scholarships, Student Income and College Savings accounts

Understand Life Insurance Options

DRIP Stock Investing

5 to 25 all time greats 1 share at a time