Book an Appointment

4th Quarter Plus Overtime

This is a book about family.
A book about sports
A book about college life.

And a book about how they all come together, the good and the bad. It’s the story of five members of a family: three student-athletes who had very different experiences with the NCAA, and the woman who represents the common thread among them.

It’s a book about real life, real choices, and real temptations. A book that pulls back the shiny finish that is often presented by the national media about college athletics, and takes a hard look at what lies underneath.

$16.99

Awareness and understanding of core personal finance principles including the following:

  1. Budgeting

    • Understand the definition of budgeting and why it’s important
    • Understand the types of budget approaches
    • Learn the general process of budgeting
    • Develop a clear understanding of the tools and resources for implementing a budget
  1. Saving and Reserving
    • Understand the types of savings vehicles
    • Learn the process of goal setting and matching savings to specific goals
  2. Credit and Debt
    • Understand the purpose of credit and debt
    • Learn the types of credit and debt and the appropriate uses of each and when to use credit/debt
  3. Insurance
    • Understand the purpose of insurance
    • Learn the types of insurance (i.e. life, health, etc.), types of coverage, and the common uses of each
  4. Investments
    • Description of Account types and investment vehicles
    • Overview of markets, asset classes, and financial instruments
    • Understand the common uses of each of the general financial instruments within the context of wealth building and wealth preservation.