Expert Consultation
Taunya Fourtner Abaya is a Certified Financial Planner® (CFP) with a Master’s in Education. She teaches women how to use their money as a tool to create and build their dreams. The journey to financial wellness is deeply personal. It impacts our health, state of mind, family dynamic, and work. Taunya educates women on what the basic monetary building blocks are and how to use them to make confident, knowledgeable, financial decisions.
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
- FICO
- 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.
Taunya Fourtner Abaya, CDFA® , CFP®
Certified Financial Planner
Buffalo First Wealth Management, LLC
7606 Transit Rd, Suite 100
Buffalo First Wealth Management, LLC
7606 Transit Rd, Suite 100
Buffalo, New York 14221
(O) 716-535-9603
(O) 716-535-9603
(F) 716-204-8369