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We believe an education makes a difference.

"An investment in knowledge pays the best interest.” Benjamin Franklin

"An investment in knowledge pays the best interest.”

Benjamin Franklin

Education Is Our Love Language

We feel so strongly about financial literacy that we are providing you with complimentary online Financial Planning Calculators and Educational Events.

By Women, for Women

Financial Planning Monthly, Mastercass Series

JJoin our online community of women each month, as we explore various topics affecting women and their finances. This is a safe environment where you can learn from professionals, ask questions, and interact with women who have similar life challenges. In between classes, access your learning vault for tutorials, personal exercises, and online financial planning calculators.

Classes are the second Tuesday of each month at 4-5:30 EST. Recordings available.

SIGN UP FOR THE COURSES

We believe that an education makes a difference.

We feel so strongly about this, that whether you are a client or not, we will happily provide you with access to our educational webinars, tutorials, and complimentary online calculators. Our goal is for you to have access to financial literacy courses and tools so be an informed consumer of financial products. We want you to take control!

Sage Money Conversations
Podcast

Thrive after loss. Our podcast offers thought-provoking stories and practical financial advice to navigate life transitions and rebuild your future with confidence.

LISTEN TO THE PODCAST

Sunday Morning
Memos

Enjoy our quick snippets about the economy, current events, and how they may affect your investments. Sometimes serious, sometimes sarcastic, but always informative.

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Financial Literacy Courses

Join our community of women and enjoy short videos and interactive events with guest speakers that motivate and educate on a variety of topics. By invitation only.

Count Me In!

Buy The Book

This best-selling Amazon book, authored by our founder, Barbara Norman, offers valuable advice for any woman who is ending a marriage and wanting to rebuild life on her terms.

BUY A COPY OF THE BOOK
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Barbara Norman, CFP® CDFA® ChFC®
4812 Lorraine Dr. San Diego, CA 92115
(619) 501-6011 | [email protected]

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