How Do I Get Out of Debt?          Should I Pay My Rent or My Auto Insurance?          Which Mutual Fund Is Right For Me?          How Do I Find the Money to Contribute to my 401(k)?          How Do I Invest In Stocks?          Why Can't I Save Any Money?

Financial Essentials, LLC

Valencia, CA

661.254.4228

Info@FinancialEssentials.Net

 

Financial Essentials

Teaching Personal Financial Planning Skills

Unbiased Education - No Financial Product Sales

661.254.4228

Cheryl L. Bernstein, CFP

               Founder

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Financial Essentials' unbiased financial planning workshops, Webinars and CDs give you the knowledge you need to answer these questions, and more...

Business Leaders - You know that employees who are burdened by financial troubles are a problem in the workplace.  Click Here to discover how we can help your employees become more productive, focus on work, and contribute more to company-provided benefit plans.

Individuals - Check out our new CDs!!  You can now own our most popular Workshops.  These Workshops have been taught in 100s of workplaces and helped 1000s of people.  Also check out hosting a Webinar or Private Function. 

Union Leaders - your members need your help!  Click  Here to see how our unbiased financial education teaches them how to navigate through, and best take advantage of, the products and plans offered to them.

 

 

 

 

We have workshops, Webinars and CDs for everyone from the novice to the financially savvy.  All programs are taught by licensed, certified financial professionals.

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Now Available On CD

You can now own our most popular Workshops.  These Workshops have been taught in 100s of workplaces and helped 1000s of people. 

Debt Management 

  

 Let a Certified Financial Planner^TM Teach You:

¨ An Easy, Step-by-Step Debt Elimination Plan

¨ Ways to Cut Expenses

¨ And How To Find Money To Pay Off Your Debt

2 Disc Set - $45 plus shipping  

 

Paycheck Management

¨  Exactly How Much of Your Paycheck Should Pay For:

*   Housing (rent or mortgage)   *   Transportation (including car payments)   *

*   Childcare   *   Debt (credit cards, student loans, etc)   *  Food   *

*   Clothing   *   Etc...

¨ How to Have Money Between Paychecks

¨ How to Prioritize Bills for Payment and Save for Retirement   

$35 plus shipping

  Stumble It!

For more information on Debt Management Click Here

For more information on Paycheck Management Click Here

For more information on How To Invest In Mutual Funds Click Here

For more information on the Young Adults' Guide to Finances Click Here

Young Adults' Guide To Finances            

Help Your Teens Learn About Finances Before You Send Them Off to College.  This Workshop will teach them about:

¨  Money Basics

¨  Credit and Debit Cards

¨  Checking Accounts and Electronic Banking

¨  The Basics of Investing

¨  Identity Theft

2 Disc Set - $45 plus shipping

How to Invest In Mutual Funds 

¨  Learn About Stock Funds, Bond Funds and Money Market Funds

¨  Learn to How to Match Your Objectives to Fund Objectives

¨  Learn About the Risks and Rewards Involved in Different Funds

¨  Learn When to Sell A Fund   

 2 Disc Set - $45 plus shipping