Email: info@lifemoneyconsult.com
Phone: 215-499-2286
General Education
© 2010 Life and Money Consulting. All rights reserved.
Affiliate Program
Disclaimer
Life and Money Consulting is a minority woman business enterprise.
Affiliate Program
Disclaimer
Life and Money Consulting is a minority woman business enterprise.
General Education
Life and Money Education Overview
With the Life & Money workbook as our guide, we move through the phases of fundamental financial education providing the educational tools necessary for financial success.
Beyond the fundamentals of personal finance, our programs include discussions on values based goal setting, expense tracking, budgeting, retirement and education funding, insurance, estate planning and choosing the right advisor.
Through our education programs, we provide our clients with the tools necessary to obtain financial clarity allowing them to develop the foundation for a successful financial plan that they may choose to implement on their own or use as the foundation for a financial advisor relationship.
Speaker Services
After 15 years as an advisor, supervisor and trainer in the financial services industry, Life & Money CEO, Sheila Jacobs has a unique perspective on financial education and the financial services industry.
As the author of the Life & Money workbook and the upcoming, Life, Money & Marriage and Life, Money & The Female Financial Advisor, Sheila shares her perspective warmly and with humor while staying focused on the education that is the bedrock of her writing and of the Life & Money corporation.
The Business of Marriage Program
Boasting a 100% success rate, this program is designed for couples married or contemplating marriage. Beyond education, the Business of Marriage program was created to assist our clients in creating a concise list of values based goals along with a system of financial teamwork that is critical to a successful union.
Life and Money Advisor Service
A truly unique concept, the Advisor Service goes beyond our general instruction. We advise brokerage firms and clients on the most effective and efficient methods for creating successful client-advisor relationships.
For our individual clients we are also advocates assisting with the brokerage selection process and ongoing client advisor communication.
Life & Money Q&A Sessions
Offered quarterly live or via teleconference, Life & Money Q&A sessions provide an open forum for questions and discussion.
Register for Life & Money Programs