Learn, Develop, Advance

For the price of a casual dinner out, gain life-changing skills that will give you an advantage in your professional and personal life.  Learn from a lifelong Norwalk resident with over 30 years of professional and personal finance experience.

Professional fundamentals - great for new grads and career changes!

• Written office communication

• Preparing and delivering presentations

• Time management

  • How to prioritize efficiently

  • How to ensure deadlines are met using reminders and time-blocking

• Professional etiquette

Computers and IT - learn the tools you need for efficiency in the modern workplace

• Microsoft Office (Word, Excel, PowerPoint, Outlook)

• Google Workplace (Docs, Sheets, Slides, Gmail)

• Database fundamentals (Relational databases, SQL)

• Project management fundamentals (Traditional and Agile)

• Business analysis

Personal finance - leverage my experience in financial coaching and personal finance successes

• Budgeting techniques and tools

• Savings and spending best practices

• Retirement and college savings accounts (IRAs, 529s)

• Travel rewards maximization using credit card benefits

Affordable rates with a risk-free guarantee -- if you don't think the session was valuable, I'll insist that you don't pay me.