Your Money Moves radio show is Moving to 3PM Thursday Afternoons! AM 1080 KSCO
Give me 10 minutes! The feelings of overwhelm will vanish!
Seriously! What have you got to lose but the agony of trying to navigate this stuff on your own! Here we go!
OK, it's free, but what will you do for me?
Your Consultation will....
- Help you discover what should be in each of your insurance/financial tool drawers.
- Understand how to affordably buy what you need.
- Help you organized and prioritize you needs now, and in the future.
- In just minutes, you will start to have that AHHHH moment as you realize you understand how to get things under control!
Free Resources and Guides
I take great pride in "Unraveling the Mysteries of Health Insurance". I have also hosted the "Money Moves" radio show for over 5 years. Still don't think it's worth a few moments to chat? Want to try before you sign up for your Free Consultation? OK, I get it. Everyone is a skeptic. My "Money Moves" radio show has been on the air for over 5 years. I have been a licensed agent of over 15 years. But if you need more evidence, here are some of my resources to download.
- Unraveling the Mysteries of Individual & Family Exchanges
- Unraveling the Mysteries of Medicare
- New Healthcare Matching Accounts
- Covered CA Healthcare Plans
- Money Moves Radio Show Podcasts
- Smart Organizer/Medicare Made Clear
- Medicare and working past 65
- Medicare made clear guide
Our Raving Fans!
Find us on Yelp by searching Health Insurance in Santa Cruz Financial Services in Santa Cruz Health Insurance in Aptos & Health Insurance Calfornia
Financial Coaching Tools
Your Free Budget Tool
A Simple Excel based budget tool. I require this completed before we meet one on one. Do your best. This is easy to update. It takes up to 3 months to really tune this in. Start now!
What is in your Wallet Exercise
Pull out all the ID, credit and debit cards from your Wallet. Organize them by ID, Credit, Health related, Insurance, etc. Go to a copy machine and put all the like cards on the machine. Make a copy front and back. Put all these sheets in a small binder. Why?
- IF your wallet is ever lost or stolen, you have a go to resource to start replacing these items.
- If you leave a card somewhere, you have the info you need to call and order a replacement.
- If you pass, your spouse or trustee has a place to start notifying companies, shutting down accounts, etc. It's important. Just do it!
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Important Financial Tools
Print your copies and get your finances together now.