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Who are you?
a non-profit
Your Mission?
Helping clients navigate this financial craziness
Be More Specific
Right, of course... these are some of the specific goals
Simplify personal finance as much as possible because A. it's confusing B.It's boring
Help the people that need the help
Be a Fiduciary - No commission, no whole life insurance, just help
How do you make money?
Donations... That's it
Examples Please
30-45 minute Meetings ranging from 1x a month to 1x every 6mts
Tracking Progress and updating goals:
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