HistoryI started in 2001 when my co worker introduced me to a person that taught me financial concepts and helped me get my fianancial plan started. I realized since then how underserved middle income families are through my early years that made me want to pass on what I have learned. I knew that with the improvement in technology we can help families obtain only the information they need for their particular goal. I have been conducting workshops for families since 2008 and found it very fulfilling to directly give access to parents these much needed help. I am setting up this yelp page to allow families to voice out their experience from meeting me and allow me to improve on their suggestions.SpecialtiesFiniancial literacy to empower American families with the knowledge to accomplish their financial goals in today's economy.

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