Happy 17th Anniversary to us, we were established March 31st 2005! In recognition of this important milestone and for April 2022 Financial Literacy Month, here are five wise financial nuggets.

1) Do not judge wealth by tangible things. Statistics show that consumer goods are more accessible now to even the poorest people.

2) Stay clear away from financial traps such as over spending or investing in new start up ventures without a plan.

3) Learn the art of leveraging debt the right way.

4) Wealth building requires discipline, time and a sound strategy.

5) Do not spend a dime before chatting with a Financial Coach, especially if you expect to receive extra cash such as a Tax Refund, Student Loan Refund, Inheritance or Stimulus, etc.

Not only are we here to help guide you, our Team can help you learn traditional ways for measuring wealth. Moreover we can assist you with navigating money decisions because we are committed and we are plugged in with licensed industry providers. Sign up today for a Just in Time consultation. Happy to help!

Regards,

Katrina Marbley
Founder