YOU MAY HAVE SEEN MAL ON...




what we'll cover in the (FREE!) class...

Cash Flow Management / Budgeting how to spend mindfully, prioritizing retirement needs without neglecting life today.
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Cash Cushion 101 (aka your Emergency Fund) - how to build one *nope you don't NEED to do it all at once* and how much you specifically need in yours.
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Investing Basics. Order of operations when investing, the power of being IN THE KNOW, and more.
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Estate Planning. Who needs one? When to create one. Trust vs. Will and where to go to get it done.
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Life Insurance. When to buy, what to buy & where to buy. Why Term is best for 99% of people opposed to Whole Life or *the infamous* IUL policies.

"Ok! That zoom class was incredible. You and your mom are so relatable and I needed that knowledge + comfort to light a fire under me. I really cannot believe you did that for free. Thank you again!"
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Emily - Attendee of former Free Class (this new one is next level!)
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