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Financial Literacy for College-Aged Kids

by Jamie Bosse, CFP®, RFC, CCFC

Enjoy these free resources, including Return On Life Assessment and a complimentary 1:1 session with Jamie.

 

About Jamie

Jamie has a passion for mentoring and financial literacy. She is the author of Money Boss Mom, Helping Young Parents Be the “Boss” of Their Financial Future as well as the Milton the Money Savvy Pup Children’s book series. Her financial articles have been featured in the Kansas City Star, KC Parent, The Journal of Financial Planning, The Register, Solutions, and Investment Advisor Magazine.

Jamie is an active a member of the Financial Planning Association and International Association of Registered Financial Consultants. She is a past board member and President of the FPA of Oregon and SW Washington.  She is currently on the board for the Greater Kansas City Chapter of the Financial Planning Association.

Children in School

                        Resources

Download with Better Quality Here: Money as You Grow Milestones

Download For Better Quality Here: Money as You Grow Age Groups

Jamie’s Blogs

 

Return on Life (ROL)

The majority of our industry focuses on performance, otherwise known as return on investment. With our clients, we use a much more effective approach called Return on Life™. The result of this ROL-centered approach is that our clients are able to live the best lives possible given the money they have.

With ROL, you don’t give up the best of life or the best parts of yourself just to get money. The money is there to serve you, not vice versa. Instead of focusing on someone else’s definition of success, you will write your own. ROL puts quality before quantity by managing your assets in a way that improves your life and provides peace of mind and confidence.

Thank You for attending! We’ll be sure to keep in touch!

Take the ROL Assessment Here!

Milton The Money Savvy Pup Coloring Pages

Download Milton The Money Savvy Pup Coloring Pages: Milton Coloring Pages

Healthcare for 2018 – Key Decisions and Deadlines

Healthcare for 2018 – Key Decisions and Deadlines

By Jamie Bosse Whether you are working, retired, or somewhere in between, this is the time of year to evaluate your health care options for next year.  Many employers do their company sign-ups in the fall and there are several deadlines to be aware of if you are on...

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Doing a Home Inventory for Insurance

Doing a Home Inventory for Insurance

By Jamie Bosse If your house burned to the ground tomorrow, would you be able to recite the entirety of its contents room-by-room for your insurance claim?  Probably not - I know I wouldn’t be able to!  People tend to fill up the living space they have with “stuff”...

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