Financial Education

Savvy Women Invest on Purpose (FREE Video)
How to Apply Your Natural Strengths as a Woman to Managing Your Finances and Investing.
This video reveals:
- You don’t have to manage money like your dad or your husband to do it well.
- Money is not meant to be feared, create anxiety or meant to be a chore.
- Managing your money is more than just investing in stocks and bonds.

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.

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
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2131 Palomar Airport Rd.
Suite 330
Carlsbad, Ca 92011
Phone
(760) 692-5700
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