Alex

Price $28
Answer 1h

$28/h

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Finance
Financial management
Management and Organization

Financial Professional teaching financial literacy, personal finance, and money management for meeting short- and long-term goals!

Finance
Financial management
Management and Organization

Lesson location

- online

About Alex

I am a financial professional with a Master's in Business Administration and five years experience in financial services. I've worked in multiple positions including banking and insurance, and have extensive knowledge of basic and mid-level financial literacy concepts. I am happy to work with any clients!

About the lesson

I work with people by first exploring where your current knowledge is at and then looking at your goals of what you'd like to learn.
Financial literacy encompasses a wide range of topics including:
- Credit, Loans, and Debt Management
- Banking, Checking, and Savings
- Reading Financial Statements
- Budgeting and Goal Setting
- Short- and Long-term Planning Strategies
- Basic Tax Diversification Strategy
- Types of Insurance, Medicare, Medicaid, and Other State Programs
- Much More

After we understand your learning goals, we work together as you learn more about the specific topics of interest to you! My teaching style is meant to be accessible for everyone regardless of previous knowledge, but I do focus primarily and basic to mid-level financial literacy, I don't teach concepts related to variable or market-based finance or investing.

Financial Professional teaching financial literacy, personal finance, and money management for meeting short- and long-term goals!

Lesson location

About Alex

About the lesson

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online

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online

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