Speaker
We believe a good financial plan begins with your story and your visions. Let’s talk about your options and design a financial planning path that works for you.
As seen:
The Happiest Chapter
An uplifting and motivating session for divorced and widowed women that talks about the forces they can be and the happiness they can achieve in the second chapters of their lives. [20-40 minutes]
The 5 Words of Financial Planning
Educational, fun, and motivating. Learn what not to do with your investments. [20-40 minutes]
The Family Binder
This is our most popular and requested class. Unwinding an estate is difficult. This class shows how to assemble an important documents binder and make sure affairs are in order so that heirs can easily find assets and unwind an estate. [ 90 minutes ].
Investing 101
We teach the fundamentals of stocks, bonds, fees, market cycles and common mistakes to demystify inventing. We also reveal the secrets for how advisors are paid and why that’s important. [90 minutes.]
Barbara Norman, CFP® CDFA® ChFC®
4812 Lorraine Dr. San Diego, CA 92115
(619) 501-6011 | [email protected]