An overview of student loan options. We will discuss the types, who is eligible and the pros and cons of each.
A look into the Free Application for Federal Student Aid (FAFSA). What is required, who uses the information, timing and what will you miss if you do not apply. Early submission is key for many first come, first served opportunities.
Banking services explained. Includes checking accounts, savings accounts and other products. In addition to the use of products we will discuss the associated fees and how to avoid them.
Primarily for new investors or those planning to invest in the future. Understanding the markets, investing vehicles, tax implications and fundamental strategies.
SMART Goal Setting
According to research, goals help us achieve greater success. Developing SMART (Specific, Measurable, Achievable, Relevant, Timely) goals helps even more by sharpening our focus and creating a clearer direction.
Personal Finance for High School Students
Comprehensive study of personal finance including banking, budgeting, saving, investing, credit and debt, insurance, taxes, college and more! Two hour classes taught once per week for 12 weeks.
Meet Financial Coach Dan
"The journey of one thousand miles begins with a single step."