Quarterly Touch Points to ensure your Portfolio is on track

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25+ Videos on stock investing, financial freedom, mindset training, saving & budgeting ​

Analyze Index Funds like a pro by week 3​

Conduct a full review of your 401(k) to ensure you're maximizing your gains

Take the guessing game out of picking individual stocks - Learn to interpret financial statements so you don't miss the next big company!​

Understand which investment accounts are best for you and your children

Understand the ins and outs of your employer sponsored accounts so you're not wasting time investing in assets that don't align

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