Goals that Grow - Vision Board Workshops, Free Financial Literacy, Budgeting Consults & Complimentary Financial Checkups!

Build Legacy  - Led by trusted professionals in real estate, lending, insurance, and financial planning.  Private 1:1 consultations available in Spanish, Mandarin, English, and Portuguese.

Class

HOSTS:

  • Jawea Kelly, REALTOR® & Estate Planning
  • Jesse Bica, Licensed Financial Professional & Loan Officer
  • Li-Wei Tseng, CFP® | Financial Advisor

DATE/TIME:

Complimentary workshops & classes are on-going - connect for options in person & virtual.

Private Consultation with our Team offered by appointment

LOCATION:

Vary by date & Private consultation locations flexible

Request Group Class Info
Request Private Consulation

More about this event:

What You'll Learn & Explore

🌱 Vision Board Workshops

  • Transform your dreams into actionable goals
  • Create a visual roadmap for your future
  • Identify priorities for wealth, homeownership, travel, family, and lifestyle
  • Learn goal-setting strategies that increase follow-through and success

💰 Free Financial Literacy Education

  • Understand the power of compound growth and starting early
  • Learn the basics of Roth IRAs, retirement accounts, and investing
  • Explore how small, consistent contributions can create long-term wealth
  • Gain practical knowledge to make informed financial decisions

📊 Budgeting Consultations

  • Review your current income, expenses, and savings habits
  • Identify opportunities to increase savings and reduce financial stress
  • Create a personalized spending plan that supports your goals
  • Learn simple systems to stay on track without feeling restricted

🔍 Complimentary Financial Checkups

  • Assess your current financial position
  • Review savings, debt, retirement, and investment strategies
  • Discover gaps and opportunities in your financial plan
  • Receive guidance and resources tailored to your stage of life

Why Start Now?

  • Investing just $19 per day can equal approximately $7,000 per year toward long-term wealth-building goals.
  • Time is one of the most powerful financial assets. Starting early allows compound growth to work in your favor.
  • Small, consistent actions today can lead to significant opportunities tomorrow.

Perfect For:

  • Young adults and first-time investors
  • Individuals preparing for homeownership
  • Families looking to strengthen financial habits
  • Professionals seeking a clearer path to long-term wealth
  • Anyone ready to align their finances with their life goals

Your Future Starts With a Plan

Dream it. Plan it. Grow it.

Join us for a complimentary workshop or financial checkup and take the first step toward building a future you're excited about.

BONUS: Notary Services Support

ALL WELCOME! Bring your questions, and bring your loved ones—because these conversations matter.

FINANCIAL PLANNING is Not Just for the Wealthy - we are ALL HERE and gone tomorrow. This class does not replace legal advice.

FREQUENTLY ASKED QUESTIONS

1. What is financial planning, and why is it important?

Financial planning is the process of organizing your finances to help you achieve your short, medium, and long term goals. A comprehensive financial plan can help you manage cash flow, reduce debt, build savings, prepare for retirement, protect your family, and create a legacy for future generations. Studies consistently show that people with written financial plans are more likely to stay on track toward their financial goals.

 

2. What happens during a financial strategy session?

During your complimentary financial strategy session, we will review your current financial situation, discuss your goals and priorities, identify potential gaps, and explore strategies to help improve your financial future. Our goal is to provide education, clarity, and actionable next steps tailored to your unique circumstances.

 

3. Do I need to be wealthy to work with a financial professional?

Not at all. Financial planning is valuable regardless of your income or net worth. Whether you're paying off debt, saving for a home, building an emergency fund, preparing for retirement, or creating a legacy, having a strategy can help you make more informed financial decisions and avoid costly mistakes.

 

4. What areas of my financial life do you help with?

We take a holistic approach to financial planning and can help you evaluate:

  • Cash flow and budgeting
  • Debt management
  • Emergency savings
  • Retirement planning
  • Education funding
  • Asset protection and life insurance
  • Long term care planning
  • Estate and legacy considerations
  • Tax efficient financial strategies

Our goal is to help ensure that all areas of your financial life work together toward your goals.

 

5. How often should I review my financial plan?

Financial planning is not a one time event. Major life changes such as marriage, children, career changes, home purchases, retirement, or changes in the economy can impact your financial strategy. We recommend reviewing your plan at least annually to ensure it remains aligned with your goals and priorities.

 

Schedule a complimentary financial strategy session today. We'll help you gain clarity, identify opportunities, and create a roadmap designed around your goals and values.

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