July 22, 2016

Ever wondered if you need a personal umbrella policy or what it covers? This (free!) class covers the basics and how to calculate how much coverage you should have.
Creating a Financial Plan

IN206: Personal Liability Umbrella Insurance

If you’re just stopping by for the first time, this is a class in a series of classes over the next few months which will culminate in the development of a complete financial plan.  Stop by the orientation class HERE first for class orientation/overviews and HERE for more information

Read More »

welcome!

I’m Kathryn Hanna-wife, mother of 3 and a Certified Public Accountant. I love to budget (really, I do!) , build spreadsheets and spend money on travel, sewing supplies and good chocolate.

subscribe!

diy fianancial checklist

topics!

complete financial plan spreadsheet
Easy-to-customize spreadsheets to improve your entire financial life from budgeting to tax and retirement planning.