Financial Planning for Everyone!

Learn the skills you need to achieve financial security

Creating a plan for your money to help achieve you dreams is not only for the rich. By learning the language of personal finance, you can put yourself on the road to financial success. These fun classes provide a no-sales and no-bull set of instructions to allow you to accomplish your money goals that support your unique life vision.

These classes provide step-by-step instructions supported by worksheets to help answer some of your most pressing money questions.

Am I saving enough?

What financial goals do I tackle first?

How do I create a good investment mix?

How do I handle college for my kids?

Can I afford to retire?

How much can I spend in retirement?

How do I create retirement income?

The Online Classes

Building your
Financial Foundation

This class helps prioritize savings goals and shows you how to create a solid foundation on which to build for your higher goals.

Lesson 1- Prioritize savings goals

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Lesson 2- How to Save for Retirement

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Lesson 3- How to create a portfolio

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Price $97

 Introduction to Retirement Income Planning

A primer on how to transition from saver to spender in retirement.

Lesson 1- Assumptions about planning for retirement

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Lesson 2- Social Security and Pensions

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Lesson 3- What’s My Number?

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Price $97

Retirement Income Investing

Learn how to create a paycheck in retirement from your investments.

Lesson 1- Two Methods for retirement withdrawals

Lesson 2- Withdrawal sequence (what accounts come first?)

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Lesson 3- RMDs and Annuities

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Price $127

Life Transitions

Step by step actions to take if you have lost a life partner.

Lesson 1- What to do first, what can wait

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Lesson 2- Adjusting lifestyle expectations

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Lesson 3- Legal considerations

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Coming Soon

Have Questions?

Im happy to answer any question you might have and help you make the wisest choice for you.

Modules are 15-45 minutes.  Plan for extra time to fill in worksheets.

Yes, Kristi offers one-on-one appointments through video chat or phone for $250 per hour.

You will have access to the class and the lessons for 1 year from the day you signed up. You will be able to login and replay the videos and access the worksheets durring your 1 year access.

Individuals looking to learn the basics of personal finance and put a plan in place that they can live with for the long-term.

These classes do not cover day-trading, market timing techniques, options strategies, or individual stock-picking.  Kristi recommends using traditional mutual fund, exchange traded funds and banking products.  There is no tax or legal advice given in the classes.