This confidential 90-minute session with financial strategist Maurice Redd will help you understand where your money is going, identify opportunities for improvement, and create a practical plan for your financial goals.
This session is ideal for:
- Individuals who feel unsure where their money is going and want a clear plan for gaining more control.
- Newly married or soon-to-be-married couples who want to better understand their finances, align their goals, and have intentional conversations about combining finances.
- Sandwich-generation parents balancing the financial responsibilities of raising children while supporting aging parents.
What you'll walk away with:
- Greater clarity and confidence about your financial decisions.
- A better understanding of your relationship with money and the experiences that have shaped it.
- A personalized financial spreadsheet showing where your money is going and opportunities for improvement.
- Practical next steps based on your goals.
About Maurice
For more than 25 years, Maurice has worked as a financial advisor, entrepreneur, educator, and nonprofit founder. His experience helping people from diverse backgrounds has given him a practical understanding of how financial literacy affects everyday life. He helps clients make informed decisions, protect what they've built, and keep more of their hard-earned money.