What you'll learn
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Finance isn't always taught in school. That's why we're here to help.
Set Your Financial Goals
A step-by-step guide to help you build long-term wealth, including actionable steps to start immediately.
Invest Wisely
Master the basics of investment options and develop a systematic approach to investing.
Plan for Retirement Efficiently
 Explore various withdrawal strategies and optimize your tax efficiency for retirement planning.
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The Ultimate Wealth Builder Course
The fast-paced and easy course for financial independence.
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Personal Finance 101 for College Students
The must-have course for college students about to enter the real world of finance.
Purchase CourseConsulting Services
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Sometimes, the hardest part about finances is knowing where to start. That's why we're here to help! Meet with our financial expert to set goals, learn strategies, increase cash flow, and build up generational wealth. Schedule a free 30 minute consultation today!
Learn MoreWhat People Are Saying
Our clients' success speaks volumes.
"I’ve been a stockbroker for years and still learned a ton."Â
Alex Rhodes
Magazine Editor
"I was nervous about learning finance, but Winnie makes the information understandable."Â
Jason Shine
Student at CMU
"Since working with Winnie, my investments have improved ten-fold."Â
Christy Smith
Entrepreneur
Stay Connected
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