Financial Education

Expert Consultation

Taunya Fourtner Abaya is a fee-only Certified Financial Planner® (CFP) who teaches people how to use their money as a tool to build their dreams. The journey to financial wellness is deeply personal. It impacts our health, state of mind, family dynamic and our work. Most Americans are not taught the basic building blocks that are necessary for us to make confident, knowledgeable financial decisions.

With Taunya’s background as a teacher (Master of Science in Special Education) and CFP®, she empowers individuals and families to take active control over their financial lives.

Some of the topics she covers include:

Women & Investing:

Not sure where to start? Taunya will explore the following:

• Mindset
• Values Leader
• Where you stand (Budgeting)
• Safety Net for Investing
• Investments
  • Stocks, Bonds, Mutual Funds, ETFs
• Retirement Accounts
• Brokerage Accounts
• Annuities

Building Blocks for your Financial House:

• Mindset
• What Do You Really Need?
• Budgeting
  • What it is & and how it can help
  • How to use it effectively
• Emergency Fund
• Risk Analysis
  • Health, Auto, Home/Rent, Life and Disability
• Retirement
  • Do you have a Retirement Account?
  • Different Types
  • How to Choose
• How to put it all together

25 Tips on How to Use Money as a Tool:

• Introduction
• Credit Cards
• Saving & Investing
• Investments
• Insurance
• Estate Planning
• Your Plan

Steps to Get out of Debt:

• Relationship with money
• How Credit Works
  • FICO
    • What it is & How it works
    • Why is it important
  • Check your credit reports
  • Assess spending habits
• How Credit Card Debt Works
• Steps for Decreasing Debt
  • Set up Goals
  • Set up a Budget
  • Collect Credit Cards
  • Check interest rates
  • Pay off highest interest rte first
• Review

If you or your group are interested in hearing more about these topics, or to meet with Taunya directly, please contact her.