Stay Focused On FinancesINFORMATIONAL

Millicent Davis, RPPO, QPA, MBA & Deanna L. Garlic, MA

KMD Consulting & Focused Plans, LLC

www.kmd-consulting.com / 856-318-9034 - www.focusedplans.net / 707-722-7526

Stay Focused On Finances

Who? What? When? / Where? Why? How?

Introductions WHO?

Millicent Davis, Financial Advisor Bio in Brief Credentials

Deanna L. Garlic, Entrepreneur Bio in Brief Credentials

Focused Finances WHAT?

What does it mean to Focus on Your Finances?

Focused Finances WHAT?

What is the purpose of the class?

Focused Finances WHAT? What will we do

without the class? The American Way

What will we do differently with the class? Follow-up & Support

6 Classes WHAT? There’s Hope for You – Start Where You Are: We use

finances in most every area of our lives, which makes it easy to start wherever you are in the process of getting on track and creating a solid fool proof plan for your success. Learn a tracking system that is sure to work for you and your finances.

Budget, “Say What!” – How to Create & Stick to a Budget: Let us show how a budget is your friend and often times your savior too. It is so vitally important to have financial goals and a budget will let you see exactly when you will get there. We only hurt ourselves when we say, “I have a budget, it’s just not written down.” 

Emotional Triggers – We All Have Them: Dig a little deeper and see that you too have an Emotional Trigger or two. We do not anticipate having you lie on the couch and tell your story, we do however want to provide you with a list of common triggers and how to anticipate them and refuse them victory. 

6 Classes (con’t) WHAT?

The American Dream – Home Ownership or Downsizing: So you want to buy a home, or you want to downsize from your current home? We are usually all in one of these categories. What must you start now with your finances that will help you obtain your American Dream?

Personal Financial Analysis: This is where it gets personal. You must attend earlier classes to benefit from this individualized plan of your personal financial freedom. Have the guts to create a financial portfolio and a plan to success and freedom.

Where Do We Go From Here: Learn how to take all your new knowledge and apply it to your future. Set-up systems you can live with and a plan all your own. Also decide on the level of follow you would like to have.

Class Dates & Locations WHEN?/WHERE?

March 20th thru April 24th – Sicklerville, NJ

September 18th thru Oct. 23rd – Mt. Laurel, NJ

The classes are hosted by Realtor Clara Lyons-DeVaughn of NextRe www.nextre.com

Importance of Finances WHY?

To create family and work life balance and boundaries. To know our financial emotional triggers and how to live

with them. To reach short and long term goals. To become more generous.

Register TODAY HOW? www.stayfocusedonfinances.eventbrite.com Six weekly classes from 7:00pm to 9:00pm. $35.00 per class or $150.00 for all six classes. $200.00 for married couples

to attend.

Questions Frequently Asked Questions? Yes this class series gives homework. Everyone works at their own pace. Private information is not shared during class. This class is a combination of lecture, video,

class participation. Making Finances Fun!

Stay Focused on Finances