Compassionate Strategies LLC
About
Compassionate Strategies provides several services. Our primary focus is financial education. A few of our services:_x000D_ _x000D_ 1. Escape Your 9 to 5 – we help people align their current financial habits with future goals to quit their job and work for themselves. _x000D_ a. In your one-on-one session, you will:_x000D_ i. Review the Quitting Checklist_x000D_ ii. Begin building a current and future budget_x000D_ iii. Identify your optimal “Quitting†Date_x000D_ iv. Create a quitting preparation strategy_x000D_ _x000D_ 2. Stock Market Starter – for those interested in the stock market that don’t know where to begin._x000D_ a. In your one-on-one session, you will learn how to do five things:_x000D_ b. Build a stock market watch list_x000D_ c. Identify ideal times to purchase stocks_x000D_ d. Determine your exit strategy_x000D_ e. Create your trade account_x000D_ f. Complete an order (optional)_x000D_ _x000D_ Additional financial education options available.
Certifications
| Type | State | Agency | Certificate # |
|---|---|---|---|
| WOSB, EDWOSB | National | Small Business Administration (SBA) | — |
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