Online Courses & Programs
Build Confidence In Your Financial Life and Set Yourself Up For Financial Success
COMPREHENSIVE PERSONAL FINANCE PROGRAM
Personal Finance 101: Everything you need to know for early career professionals
- Feel confident that you are taking the right actions to set yourself up for financial success.
- Set up your personal finance systems to start your financial life - ensure you have the right accounts to optimize your income.
- Learn all the personal finance topics you never learned in school: investing, paying down debt, managing your credit score, building savings, managing cash flow, and more.
- Build the peace of mind that you are doing the right thing for you and your financial life.
INVESTING WITH CONFIDENCE
Investing 101: Everything you need to know to get started
- Learn investing fundamentals, including stocks, bonds, asset allocation, diversification, and more.
- Get started investing by choosing your investment portfolio and opening your first investment account.
- Go beyond the theory to taking action with real-life example walkthroughs of investments.
- How to consider ongoing maintenance such as rebalancing and tax-loss harvesting
*These programs are not investment advice. If you need more personalized support in implementing your financial journey, you can work with Sarah under a separate financial planning engagement.