credentials

 In partnership with the National Financial Educators Council, as a Certified Financial Education Instructor, we make it possible for individuals and organizations to participate in the financial literacy movement to encourage financial education in a way that makes a meaningful difference.  Additionally, our courses and workshops are in compliance with FINRA standards.   

Licensed brokers contracted to write business with a vast number of major carriers in the insurance industry.

With solid financial coach training, we:

• gain understanding of your needs and goals
• provide sound financial guidance and practical information
• replace despair with hope and empowerment