Each of our PowerSessions will cover one of the five main areas of money management.
Assets are things of value that you own, like cash, stocks, real estate, mutual funds, bonds, gold, and silver.
Income is money we earn from work; it’s money coming in from investments or from businesses, and any other money we have coming in from any source.
Credit basically refers to your ability to borrow and access money.
Insurance protects our things—like our assets, our income, and our credit. Insurance is really important, and we’ll talk more about it later.
Debt is money we owe—in loans and other obligations. Being in debt isn’t always bad; debt can be used to buy assets that will benefit us in other ways.
After attending one of our PowerSessions, you will have a clear picture of your goal setting, relationship with money, spending and savings habits. Our PowerSessions will cover key areas all designed to help you achieve your personal financial goals.