Managing Risk and Preserving Wealth

We've now taken participants through five of the six steps in personal financial literacy: 1. Mind Over Money - obtaining the right mindset to attract abundance; 2. Relating Careers and Education to Income - ensuring we have the proper education aligned with our goals; 3. Planning and Managing Money - setting a budget and adhering to it; 4. Managing Credit and Debt - avoiding the pitfalls of going into debt and using credit to your advantage, and 5.  Creating and Building Wealth - investing for your future.   Once we are on top of our finances, we need to take the final step to learn how to preserve the money that we have accrued through thoughtful planning and investing, not just for ourselves, but for generations to come as well.  Even young investors have to think about long-term wealth preservation.  Also, as life circumstances change, so too should investment strategy. 

            
Financial Management Accountant, Sherrell Martin, is dedicated to empowering others to thrive financially in both life and business.  She believes that everyone should work in their true passion, whether as an entrepreneur or as an employee for another company, because true passion is the key to financial freedom and financial success.  Sherrell uses her financial background to provide guidance to help clients strategically achieve financial success. To find out more about Sherrell and her business, Empower to Thrive (E2T), click here.