Financial Education

Expert Consultation

Juliana Janson 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. Juliana educates women on what the basic monetary building blocks are and how to use them to make confident, knowledgeable, financial decisions.

Juliana Janson, MBA

Financial Planner

If you or your group are interested in hearing more about these topics, or to meet with Juliana directly, by emailing her.

Some of the topics she covers include:

Women & Investing

  • 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
Skip to content