Kennie Financial Guru

Kennie Financial Guru


Contact:

My Contact Us is working intermittently at the moment.  Please send an email at kenniefinancialguru at gmail.com if interested in scheduling and initial meeting or asking other questions. My apologies for not having it in the correct format but also trying to avoid spammers and bots that scrape websites. Alternatively you can join my Discord Channel.  https://discord.gg/FKH7v47Z


Goals:

Improve the knowledge level of individuals when it comes to personal finance.

Build a long term relationship with others to spread knowledge.


Values:

  • Trust
  • Education
  • Learning
  • Personal Growth
  • Sustainability
  • Honor
  • Integrity
  • Helping Others
  • Mentoring/Coaching

Purpose:

To educate and mentor individuals that want to more effectively manage their personal finances.  To educate them on gaps of knowledge that are not filled by our current US Education System and whose Parents were not financially literate. I get immense value from growing a relationship and helping others as they progress through life.  I love to read and learn and share the important life lessons with those that are interested. I am not into get rich quick schemes. If you are looking for hot stock tips or how to make a lot of money overnight, I am not the one for you.

If instead, you want to build a better personal finance knowledge foundation, you will find that I can help with that quite a bit. I also do not sell any products and do not take any kickbacks. I do have the Amazon Affiliate links in my book recommendations but more than willing to send the ISBN or the links without the embedded Affiliate link.


Initial Session:

The initial session is free and utilized to determine if what I provide would be useful or not.  We will discuss your goals and discuss what knowledge gaps you might be interested in filling in. Followup sessions will be catered to the individual.


Follow up Sessions:

Some of the topics and features of the sessions include the following:

  • Enhancing Vocabulary and understand of some of the command terminology with Personal Finance
  • Assistance with navigating various portals including banks, credit unions, brokerages, retirement, ESPP, RSU.
  • Investment vehicles discussing the fundamentals, pro’s/con’s, and recommendations
  • HSA Account Investing
  • Banks vs Credit Unions
  • Order of investing
  • Factors impacting Credit Score
  • Credit Freeze
  • Inflation
  • IRA’s
  • 401k’s
  • Budgeting Apps
  • Brokerages
  • Recommended Reading
  • Emergency Funds

Billing Rates

ItemRateAdditional info
Initial Introduction MeetingFreeIntroduction and discussion of what the client is looking to get out of our meetings. No billing will occur until both parties are interested in going forward with the Coaching Sessions.
Coaching Sessions$80/HourBilling is done in 30 minute blocks. Meetings will typically be in Webex but could occur in person.
*Cisco Employees and current students get a $20 discount ($60/Hour with discount).
*Ask about referral bonus

Meeting Availability:

DayHours
Monday - Friday6PM - 9PM ET
Saturday - Sunday8AM - 9PM ET

Methods of Payment:

MethodAdditional Info
Cash
Checks
Zelle
ACH
OtherAdditional Methods can be discussed on a case by case basis

Contact:

My Contact Us is working intermittently at the moment.  Please send an email at kenniefinancialguru at gmail.com if interested in scheduling and initial meeting or asking other questions. My apologies for not having it in the correct format but also trying to avoid spammers and bots that scrape websites. Alternatively you can join my Discord Channel.  https://discord.gg/FKH7v47Z