Chief Financial Educator

What is a Chief Financial Educator (CFE)

I provide financial resource education and information to companies and individual employees via financial education through webinars and lunch and learns with personal follow-up opportunities. Raising financial literacy levels across the corporate landscape helps employees make positive financial decisions to protect their future with confidence. about their impact. Well informed employees are happier and more empowered to advance their careers.


Five Principles of Financial Literacy – and how to make them work for you.

Cash Flow Management – A fresh approach to your personal budget using a Cash Flow Plan.

Joyful Retirement – Rules and Tools. Everything you need to know to confidently protect your hard-earned savings from inflation, taxation and erosion throughout your golden years.