Tag: Future Planning

  • April is Financial Literacy Month!

    April is Financial Literacy Month!

    And I’ve got a TREAT for you! On March 28th, it was my honor to host Educational Thursday for the San Francisco-based non-profit organization, Both Sides Of The Conversation.  Their mission is to increase mobilization of advancement in Black and Brown communities by providing a safe space for conscious dialogue concerning the needs, systemic barriers,…

  • Putting It All Together

    Putting It All Together

    Annual Review, Part 3 Part three of the Annual Review is: How are you going to get from where you are now to where you want to be? So we’ve talked about getting your numbers together to see where you are now , and dreaming about your goals for the future . Now it’s time…

  • What Is Your Dream?

    What Is Your Dream?

    Annual Review, Part 2 Part two of the Annual Review is: Where do you want to be in the future (financially & physically)? The way to figure out where you want to be…is to DREAM. What does that mean? It means looking at where you are today, and thinking about what you really want for…

  • It’s Annual Review Time-Let’s Not Put it Off

    It’s Annual Review Time-Let’s Not Put it Off

    It’s time for your annual review. Dawnn Hills shares questions she asks her clients.

  • Dealing with a Health Crisis? What You Need to Know About Insurance!

    Dealing with a Health Crisis? What You Need to Know About Insurance!

    What is insurance? Is it just health insurance? Dawnn Hills explain all the different types of insurance.

  • Protect Your Family’s Future: September is Life Insurance Awareness Month!

    September is Life Insurance Awareness Month!Summer’s almost over, and fall is around the corner! With the coming of falling leaves, cooler weather, and back-to-school sales, it’s also a good time to think about…life insurance. Yes! September is Life Insurance Awareness Month, and I think it’s super important because too many people just don’t think about…