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In this session, we’ll discuss what it means to be financially well, how stress from finances can impact your health, and how to begin to take action towards achieving your financial wellness.
Starting with the basics, you’ll learn how to build a budget based on your income, set spending limits that you can live with and create a list of financial priorities that will help focus your spending and saving. Once you implement this helpful advice you will feel less financial stress and more confidence; then you will own your money instead of having your money own you.
Are you prepared to teach your child about money? Find out what children should know about money and what motivates them to spend and save. You’ll learn tactics to help children set goals, budget, save and invest.
This workshop will help you better understand your debt, how it is currently structured and provide you with insights on important factors that aren’t always considered. Walk away feeling more confident about the actions you can take to meet your debt reduction goals and save on interest costs!
This session helps you prepare for the unexpected so your loved ones can work through your financial affairs with less overwhelm. We will explain and share what you need to know along with providing you steps to take so your assets are divided based on your wishes. Learn key terms, how to document appropriately, and prepare the best you can to bring you the utmost peace of mind.
We’ve all heard of credit reports. But do you know how they tie to your purchasing power and eligibility to borrow? In this session, we’ll break down credit reports from top to bottom, teach you how to read a report, understand ratios that generate your score and know what gets reported.
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The Wisconsin's #1 Mortgage Lender designation is based on the number of loans in 2022, gathered from the Home Mortgage Disclosure Act data compiled annually by the Consumer Financial Protection Bureau. The results of the data were obtained through the