Fundamentals of Financial Literacy

Service Description

Ofelia Stone brings his financial expertise to help you develop a strong foundation in personal finance. This course is perfect for anyone looking to improve their budgeting, saving, and investment skills.
Primary Consultation:
Review Financial Goals – Set short- and long-term financial objectives.
Assess Financial Knowledge – Identify your current level.
Teach Budgeting Basics – Simple methods to manage your income and expenses.
Discuss Saving Strategies – Tips for building a savings plan.
Suggest Financial Tools – Apps and resources for budgeting and tracking.
Services:
Building a Budget
Create a personalized budget that aligns with your financial goals. Ofelia will guide you in categorizing expenses, prioritizing spending, and setting realistic savings goals, helping you gain control over your finances and develop a sustainable budgeting habit.
Introduction to Investing
Learn foundational concepts in investing, including stocks, bonds, and mutual funds. Robert breaks down complex financial topics into easy-to-understand lessons, enabling you to make informed investment choices and start building wealth over time.