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K-12 Financial Education and Resources

An inclusive  Approach

  • Afterschool clubs and programs designed to teach grade appropriate content on financial education in a fun, interactive, and informative way that would allow students to relate to, motivate and inspire.

  • Content for this program comes from

    • Econ Lowdown

    • Personal knowledge and experience

School Kids
Playing Basketball

Community Financial Education and Resources

Serving the Underserved

  • Community programs, churches, clubs, organizations, nonprofits or neighborhoods can request the presentation of classes, workshops, and seminars which can be designed and focused on a broad subject or a specific need of the community.

    • Initial conversations can include determining needs and current level of knowledge so that a program can be tailored around the needs and desires and taught at an appropriate level of understanding as not to overwhelm or bore.

    • Class participation and feedback will help determine next steps and further ideas of exploration.

    • For example, balancing a check book and/or budgeting for yourself, your family, and your future.

  • Content for this program would come from

    • Econ Lowdown

    • Personal knowledge & Experience

    • St. Louis Fed PMMB Resources

One-on-One or Small Group Guidance

A Focus Driven Deep Dive

  • For those who know what they want and want to achieve it at a faster pace.

  • If you know that the world is your oyster, then we are happy to aid as the oyster knife of education.

  • It could be as simple as a text or as complex as an ongoing multiyear strategy aimed at achieving your financial success.

  • Together we determine the objective along with the steps of getting there.

Couple with Map
Image by Tierra Mallorca

Real Estate Assistance and Transactions

Making your Dreams come true

  • As a South Carolina Licensed Realtor since 2005 we are more than capable of assisting with all your real estate needs.

    • Basic questions regarding real estate, we can help.

    • Looking to buy your first home, let us guide you through the process avoiding the pitfalls along the way.

    • Looking to sell or invest, allow us to represent you and lookout for your best interests from initial contact through closings and beyond.

    • It would be both an honor and a privilege to assist you with all your ongoing real estate needs.​


"Equal Housing Opportunity"

W-H-I-S-K Trading

Learning to Fly

For those who are ready to take the next step in their financial future. This is not for everyone, but if you want to take responsibility and accountability for your financial future you can take the leap and learn to trade for yourself. 

  • Winning – Victorious, Successful, attractive,

  • Heuristic – enabling a person to learn, discover or solve something for themselves.

  • Investing – expend money with the expectation of achieving a profit or material result by putting it into financial plans, shares, property, or venture.

  • Strategy – a plan of action or policy designed to achieve a goal

  • Know-How – practical knowledge or skill on how to accomplish something; expertise

Stock Market Data
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