Monthly Money Calls
Our monthly money calls are designed to educate, empower, and inspire you in your financial life. This series offers exclusive access to experts in the field of money and abundance to help you build a strong financial foundation and create the life you’ve been dreaming of.
APRIL 2022
Simplify Your Financial Life
with David Neeve
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If you know me, you know how hard I’ve worked for the financial freedom I experience today. I want to make it easy for you. In this one call you’ll get all the golden nuggets around how to simplify your financial life that it took me years to learn. Seriously, you won’t want to miss this!
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Join us Monday, April 25th for, “Simplify Your Financial Life” with guest speaker and financial advisor, Dave Neeve, CFP®.
On this call we will discuss:
💵 Digital file freedom
Learn strategies for easily tracking and managing your online accounts and keeping them safe.
💵 Money loves organization
Learn new systems, tips and tricks for organizing your finances from an expert.
💵 Get support
Learn how getting support with your finances can create greater financial freedom.
💵 Free up time and energy
Learn how simplifying your finances can save you time and money while also creating room for financial growth.
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Monday, April 25th, 6:00pm - 7:30pm PST (via Zoom)
Calls are recorded and sent to registered participants.
Sliding scale donation to register. (minimum $10 donation)
Donate to register (sliding scale, minimum $10 donation). All proceeds go to The Women’s Building.
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David brings 23 years of wealth management, financial planning and banking experience to One Wealth Advisors and is known by all to be relentlessly empathetic, disciplined and detail oriented. As a Certified Financial Planner™, David’s focus is on working with people to help set and meet their financial life goals, while being unafraid to get into areas of their financial lives that can be emotionally and psychologically challenging. David is forever patient and willing to tackle the details and complexity of each client’s unique financial life roadmap.