Weekly, I am going to post a video that helps you understand what is going on in the markets. I am a CFP Professional, but I am not your CFP Professional unless we have engaged on such. This is for educational purposes only and to start the conversation

The following course is the foundation for all financial Planning. I designed this course for ODU Global and have offered it up to the communities I serve including your employer, your advisor or other community organizations.

The course will teach the tools necessary for Entrepreneurs to be successful in tax planning. There are additional resources available in this course including conversations with tax professionals around the country from the 1.oak Collective Podcast. This course will address the family payroll, missed deductions, lower social security and medicare taxes, retirement funding and much more.

So many rules, so many conflicting opinions. Let's break down what a ROTH IRA is and why it is so beneficial. And, most important, how to use it to get Tax Diversification.

A course designed in four parts for teenagers to learn the basics of finances.

A five part course designed to help go from teenager to young adult; a complex transition in the ever changing financial marketplace.

After your home purchase and saving for retirement, college funding is one of the largest expenses for families. Get the knowledge necessary to understand the key terms, deadlines, funding sources and strategies to succeed in funding college.

IRA, ROTH, Mutual Funds, Fees, TSP, 403(B)...Can I just have a Pension please? Let's decode retirement planning as it is a long-term commitment to your future self. This is not a get rich quick strategy; more of a get rich slow strategy as Warren Buffett says.

People primarily have wealth from three sources: Real Estate, 401(k) and Business. We are going to break down real estate from a wealth standpoint from purchasing your first home, upsizing, downsizing, mortgage process, a second home and "I inherited a house--what next".

Dive deep with me on the Pros and Cons of Real Estate Investing. We give you informed consent necessary to make a decision and negotiate.

A course explaining in detail the DIME and Human Life Value. I also go over when permanent insurance is needed and the types. Remember, GoFundMe is not a good look when you pass away; protect the hopes and dreams of those you love but don't be overinsured so that the insurance producer wins.

Employer Plan, Medical Resident, Preexisting Condition...do I have enough to protect my future if the unthinkable happens to my health? This course will explain if what you have is enough...

Use one of the premiere services in the country, Getsnug.com and a dedicated resource to get your plan in place. This is a complementary service for those who complete the Personal Financial Planning Course.

An Exclusive for VIP Members.

Meetup with the Author and a Small Group in four live sessions to discuss the book. You must read the book and sign up for this course and you will get author times for this. We do this book club during evening hours--grab your wine, grab your cheese and let's talk about The One of a Kind Financial Plan. This club runs monthly and comes with exclusive access to first look at "Retirement CHI" book and the insights on the next book in the series.

One on One financial coaching is needed to help some get on track financially. We have three financial coaches on staff; all who have completed the education requirements to become Certified Financial Planning Professionals. You will get three forty-five minute coaching sessions with follow-up work to compete your financial plan. You may also meet with a licensed professional to analyze your situation to solve cash flow, insurance, investment, retirement, long-term care or legacy needs.

This course will help you understand the basics of medicare. Medicare is a different system than workplace or ACA insurance. You can make the decision to have all parts be separate or combine into one plan for convenience. The questions we will answer include What, When, How and Why of Medicare in this course.