What we’re about
Do you feel like debts keep building up?
Are you living paycheck to paycheck?
Afraid to invest?
Don't know what's going on with your 401k?
Don't know if you're on track or if you should be thinking about retirement?
With the economy being tough and many people facing financial challenges due to layoffs and unexpected life mishaps, I believe now is a crucial time to help others understand their financial options. Our team of financial professionals is passionate about sharing knowledge and participating in workshops to raise awareness.
Our main goal is to tackle financial illiteracy in our local community. Whether you're new to finance or a pro, everyone is welcomed!
The intention of this group is to build a strong environment where everyone can be comfortable talking about their financial situation whether poor or wealthy, and be able to find the path to their own definition of financial security. There's no tolerance of judgment here. We're all here to better ourselves and each other from positivity. Let's push each other to great lengths!
Group Rules:
- Be Respectful – This is a place of positive movement. Let’s keep discussions supportive and uplifting.
- Stay on Topic – Keep posts related to personal finance.
- Ask Questions – No question is too small or silly. We’re all here to learn!
Come join in on our workshops in Pleasanton or let's have an online zoom webinar.
Some topics include but not limited to:
Debt Management
Emergency Fund
Asset Accumulation
Retirement Planning
Different Tax Buckets
Increasing Cash Flow
Estate Preservation
If you’re ready to take your mindset to the next level and dive into the world of entrepreneurship, join us every week! Discover new opportunities, gain insights, and get an inside look at how we can build a business. It’s your chance to learn and grow.
Let's get on track to personal financial security!
