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5 Personal Finance Tips for All Levels of Wealth
July 8, 2021 @ 12:00 pm - 1:00 pm
Join Becca Feeley and Keeley Kriskey, of Financial Sense, a Daily Money Management service tailored to each individual client’s objectives, whether that means paying bills on time, tracking inflows & outflows, budgeting, or producing a viable savings strategy.
In this class, you will learn 5 simple strategies that will help you achieve your personal finance goals. Becca and Keeley will go through:
– Credit scores
– Credit building
– Kids & finances
– Savings strategies
– How to stay on top of it all
Becca has over 10 years of experience in the Financial Services industry working in several capacities throughout her career including investor relations, marketing, client service, administrative, and business development. The unique skill set that she has developed over the years has given her the ability to hone in on what a client really needs and derive a strategy to meet their specific personal financial goals.
Keeley has over 35 years of experience in the Financial Services industry, 25 of which have been as owner of Financial Sense, LLC. Keeley constantly strives to stay on top of new banking technologies which affords her the ability to adapt and improve the Daily Money Management services that her team can offer their clients. Her extensive knowledge of financial products coupled with her aptitude for math and finance has allowed her to serve clients who have a wide range of financial means and goals.