(760) 692-5700

Financial Education

Savvy Women Invest on Purpose Workshop

How to Apply Your Natural Strengths as a Woman to Managing Your Finances and Investing.

Date: November 30, 2023, 5:30p – 6:30p

Location: Carlsbad

Becoming a Seriously Savvy Woman Workshop

What You Need To Do To Become Financially Empowered. Money Management 101.

Date: Oct. 26, 2023, 12:00p – 1:00p

Location: Carlsbad

Lifestyle by Design (FREE Video)

How To Design A Life You Love, So You Can Live Well & Retire Comfortably… Without Sacrificing Your Lifestyle.

This video reveals:

  • The lifestyle by design process.
  • How to set and achieve your goals.
  • How to prioritize your budget for unique your lifestyle.

Investing Basics (FREE Video Series)

Get started learning about investments so you can feel confident making financial decisions.

This video covers:

  • Stocks
  • Bonds
  • Mutual funds & more

Find Us

2131 Palomar Airport Rd.

Suite 330

Carlsbad, Ca 92011 


(760) 692-5700 

FREE Consultation

Click here to schedule a free consultation with us.