Broker Check

Financial Foundations

For many individuals, families, and business owners, understanding their finances can seem overwhelming.

Lifetime Lessons on Successful Money Management

Lifetime Lessons on Successful Money Management

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and help you to create a life that you love. Whether you are new to understanding your financial future or consider yourself financially literate, we encourage everyone to take part in this free 8-week Financial Foundations Course.

Next Course Starts in October 2022

Session Schedule

4:00 PM – 6:00 PM PDT | 7:00 PM – 9:00 PM EDT

Session 1: Tuesday, October 18th

Session 2: Tuesday, October 25th

Session 3: Tuesday, November 1st


Adjusted Session Hours

3:00 PM – 5:00 PM PST | 6:00 PM – 8:00 PM EST

Session 4: Tuesday, November 8th

Session 5: Tuesday, November 15th

Session 6: Tuesday, November 22nd

Session 7: Tuesday, November 29th

Session 8: Tuesday, December 6th

*Session 9 (1 Hr Bonus Snowball Family Session on OSBR, Gold Star Property Tax Exemption, Heart Act, etc.): Tuesday, December 13th

Please click here to register for this class or click here to be notified when new dates are added.

Introducing the Financial Foundations Lessons on Successful Money Management for Individuals, Families & Business Owners.

Through the proper optimization & understanding of your current financial condition you can be more secure in your financial future.

Whether you are younger and just getting started, at mid-career, or near retirement this workshop is for you! It makes little sense to accumulate a million dollars at retirement only to discover you lost a million along the way. Your financial future depends on how well you understand how money works and how to optimize your assets.

The Financial Foundations Course is presented by our most highly experienced Financial Advisor Coaches. We have learned the importance of providing financial education to help people work toward a more secure financial future. Attendees will learn 8 Financial Foundation Lessons on Successful Money Management. 16 hours of training delivered in a group virtual setting.

Topics Discussed:

  • Your Personal Economic Model
  • Lifetime Financial Planning Process
  • The Truths About Investing
  • Understanding Tax Planning Strategies
  • Social Security Optimization
  • Life & Health Insurance Benefits
  • Estate Planning Basics
  • Understanding Your 401K & More!

Please keep in mind that you must commit to the entire 8-week program.

Register Now

Perfect for Federal Employees

If you are a federal employee looking for a financial consultant, you need a Chartered Federal Employee Benefits Consultant (ChFEBC ℠). This is a financial services professional who can help you address your financial concerns. A Chartered Federal Employee Benefits Consultant has a thorough understanding of CSRS and FERS annuities, FEGLI, the Thrift Savings Plan, and other benefits available only to federal government workers.

We’re honored to say that Charles Pettit, co-founder, CEO, and CCO of CSP Financial Group, has earned this designation.

Read More:

Ask Us About the Financial Foundations Program

Thank you!