Basic Financial Planning

     Money Habits and Attitudes

     Cash Flow and Debt Management

     Investing Basics - Setting Goals and Understanding Basic Types of Investments

Planning for Retirement and Understanding Your Retirement Plan

Investing and Managing Income During Retirement

Understanding Long-term Care Insurance

Additional topics can be requested.

Financial Education Program Topics for groups and organizations:

Programs can be structured to meet your needs and presented at a location of your choice and at a time of your choice.  Programs can be presented in a range of environments from small groups meeting in an individual's home to weekend retreats.

Financial Planning for Couples Just Starting Out - Building a Firm Foundation (a series of 4 sessions)

Investing Basics - Setting Goals Based on Values, Developing a Plan, and Understanding Basic  Types of Investments

Money Habits and Attitudes

Discovering Your Money Personality

Planning for Retirement

Investing and Managing Income in Retirement

Surviving the Death of a Loved One Financially

Building a House of Financial Security - Financial Planning Basics

Planning Your Charitable Gifts

Additional topics can be requested.

Call 405-533-2533 or use the "Contact Us" page to get additional information including fees, and schedule a program.