Emotional Competence, Financial Foundation, Insurance, Videos

Financial Foundation: Week 4- Insurance/ Risk Management

Risk management is a key part of a strong financial foundation.  Today I share a story about an experience I had early in my career that had a deep impact on how I think about risk planning.

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Cash Reserves, Financial Foundation, Goal-Setting, Videos

Creating a Financial Foundation- Part 2: Cash Reserves

Part Two of Creating a Financial Foundation- Cash Reserves.  Why is a cash reserve so important?  How to build one that is right for you!

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Cash Reserves, Credit Card Debt, Debt, Financial Foundation, Videos

Creating a Financial Foundation- Part 1

This is the first installment of of creating a Financial Foundation.  A strong financial foundation can lead to greater financial success.  This installment talks about understanding your cost of living to establish a cash reserve that is in alignment with your needs.

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  • Meet Shannon

    "As a Certified Financial Planner, it is my passion to help individuals and families build a healthy relationship with money. I look forward to helping you raise financially confident kids.” - Shannon Ryan