THINK FINANCIAL
EFFICIENCY

Monica educates professionals on efficient financial strategies to create long-term wealth while paying for lifestyle choices of today. Financial choice improves lives and gives professional options to achieve financial freedom quicker.

WORKSHOPS

Monica host educational workshops to share efficient financial strategies.

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COLLEGE PLANNING

College planning services have quickly become a significant advantage for families by reducing the threat to their lifestyle and retirement dreams.

Today, families are spending $100,000, $200,000, and $300,000 to provide just one child with a college degree. How you choose to pay for this expense will have a significant impact on your financial future.

THE FINANCIAL ROAD-MAP TO COLLEGE PLANNING

  • What is the cost of attendance?
  • What will college cost you - How do calculate your SAI
  • Understand the formulas used to determine need based financial aid
  • College planning in financial planning
  • A more efficient way to pay for college
HOW TO MAKE COLLEGE MORE AFFORDABLE WORKSHOP

WEALTH BEYOND TAXES

Tax is the biggest threat to future wealth and retirement. Today, we have out of control government spending, high inflation (hidden tax), and ballooning entitlement programs. Who pays for all this? YOU DO, WE DO! The government does not make money, they TAX and they TAX the people with the money…You and Me! Taxes will be higher in the future.

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INTRODUCTION TO INFINITE BANKING

  • We finance everything we buy

  • Money is always compounding

  • Learn how banks and major corporations pay for expenses

  • IBC is not an investment of any kind

  • Learn to recapture the interest lost when you pay cash

  • Create wealth in a tax-free environment with liquidity, use, and control

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ARE YOU READY TO CREATE WEALTH BEYOND TAXES?

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COLLEGE PLANNING

College planning services have quickly become a significant advantage for families by reducing the threat to their lifestyle and retirement dreams.

Today, families are spending $100,000, $200,000, and $300,000 to provide just one child with a college degree. How you choose to pay for this expense will have a significant impact on your financial future.

THE FINANCIAL ROAD-MAP TO COLLEGE PLANNING

  • What is the cost of attendance

  • Is public cheaper than private college

  • What will college cost you - How to calculate your EFC

  • Understand the formulas used to determine need based financial aid

  • College planning is financial planning

  • A more efficient way to pay for college

HOW TO MAKE COLLEGE MORE AFFORDABLE WORKSHOP LINK
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