Financial Control Mastery

Enrollment Open! | Financial Foundations Course Starts This September

Are you ready to make smarter money decisions and feel more confident about your finances?

The Financial Foundations Course is back this September, and it's designed to help you take the stress out of managing your money — with real strategies, not just surface advice.

In 8 weekly live sessions, you’ll learn:
1. Financial Foundations Introduction
2. The Personal Economic Model
3. Tax Planning Strategies
4. Understanding Qualified Plans
5. Dismantling the Myths of Investing
6. Mortgage Optimization
7. Insurance Planning
8. Estate Planning & Social Security

🗓 Start Dates:
East Coast Sessions: Tuesdays starting September 9
West Coast Sessions: Thursdays starting September 11

All sessions are virtual, so you can join from anywhere (yes, even in sweats 😊)

This isn’t just for finance pros — it’s for anyone who wants to feel more grounded and in control.

🔗 Ready to join us?
Sign up here: https://www.financialfoundationscourse.com/

Got Questions About CalSavers? I’ve Got Answers!

Join me for Guru Day on Tuesday, July 16 from 10 AM–12 PM at Hera Hub Irvine (16480 Bake Parkway) — or connect with me virtually.

I’ll be answering questions like:

Is CalSavers mandatory?

Who needs to register?

What if you already offer a retirement plan?

Whether you’re confused or just want clarity, I’m here to help!

DM me to set up a virtual chat or swing by in person. See you there!

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