Managing Money & Investing Workshop.

achieve financial security

This workshop focuses on developing methods and skills to achieve financial independence.
This page provides an overview of what will be taught in this 2-hour workshop for $249.
We can do any of the modules separately as a 1-hour workshop for $149 if you don't need all of them.

Build wealth over time for financial security

Most people believe building wealth is for educated or rich people. Building wealth only requires you know key financial metrics, use great tools and plan for the long-term. Anyone can build some level of wealth and can certainly get their children out of poverty.

Build great credit or repair bad credit

Most adults remember learning the hard way, when it comes to maintaining great credit. We all had too many credit cards, lived above our means or didn't have a process to pay the bills on time. There are key things to know in order to have a great credit score.

Budget for the long term to control your money

Lets face it, no one likes to budget their money. It takes time, patience and hard work but is necessary to avoid issues. If you don't know how much you're spending then your income may not cover your spending. Children require additional cost, so plan well.

Build wealth over time

Understand the top 5 key financial metrics

01

Use a ROTH IRA for teenagers

02

Use a wealth calculator to decide how much to save

03

04

Select a top company to invest your money

Build great credit or repair bad credit

Elements that make up a credit score

Things that bring down your credit score

5 things that build a great credit score

Protect yourself from scams & money fraud

Budget for long-term financial success

01

02

03

04

Understand your income growth, save to retire

Plan for your future cost, including emergencies

Consider your future childcare costs

Don't forget to plan to have some fun

Senior Advisor

Business, Finance & Technology

I have a Bachelor of Science degree in Business and over 37 years of management experience, with over 20 years serving in executive positions. I retired as Vice President, Technical Services for a technology firm and held positions as Finance Manager, Strategy Manager, Operations Manager, Customer Satisfaction Manager, Service Manager & Engineer. I am a certified trainer and a master facilitator. I was "green belt" certified in Lean Six Sigma for problem-solving and quality. I am a Certified Life Coach.

I have a passion for helping others and look forward to helping you gain financial independence.

Managing Money & Investing Workshop.

This workshop focuses on developing methods and skills to achieve financial independence.
This page provides an overview of what will be taught in this 2-hour workshop for $249.
We can do any of the modules separately as a 1-hour workshop for $149 if you don't need all of them.

Build wealth over time

01

02

03

04

Build great credit or repair bad credit

Budget for long-term financial success

01

02

03

04

Hi,
I'm Coach Al

Let us know how we can help you succeed!

Managing Money & Investing Workshop.

This workshop focuses on developing methods and skills to achieve financial independence. This page provides an overview of what will be taught in this 2-hour workshop for $249. We can do any of the modules separately as a 1-hour workshop for $149 if you don't need all of them.

Build wealth over time

01

02

03

04

Build great credit or repair bad credit

Budget for long-term financial success

01

02

03

04

Hi, I'm Coach Al

This workshop focuses on developing methods and skills to achieve financial independence.
This page provides an overview of what will be taught in this 2-hour workshop for $249.
We can do any of the modules separately as a 1-hour workshop for $149 if you don't need all of them.

Hi,
I'm Coach Al