Set 1 of 3 - Identifies the essential principals of smart personal financial management and common mistakes to avoid, as well as an overview of the Your Financial Partner System.

Our mission is to significantly help solve a major social problem dealing with the lack of financial awareness and financial literacy. We believe that teaching financial literacy and the essential principles of smart money are very important. This gives people the tools to address everyday financial decisions in a more informed manner and have the best possibilities to reach and maintain their personal and family financial goals, financial freedom and security; while passing on values, knowledge and assets to future generations to make their lives and the world a better place.

Estate and gift planning is the process of developing appropriate strategies to accumulate, preserve, manage, and transfer assets over one’s lifetime, disability, and upon death. This is based upon your current personal values and objectives using appropriate legal documents, titling of assets and beneficiary selections to implement them.