Financial Education

Savvy Women Invest on Purpose Workshop

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

So You Can Accomplish More With Your Money! Without Giving Up Latte’s, Wine or Mani-Pedi’s

Date: June 15, 2023, 12:30p-1:30p

Location: Carlsbad Dove Library

Register

Becoming a Seriously Savvy Woman (FREE Video)

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

This video reveals:

  • The four rules of money for women.
  • The five steps to financial empowerement.
  • The five secrets to becoming a Seriously Savvy Woman.
Get Video

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.
Get Video

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
Get Video

Find Us

2131 Palomar Airport Rd.

Suite 330

Carlsbad, Ca 92011 

Phone

(760) 692-5700 

FREE Consultation

Click here to schedule a free consultation with us.