Learn how to become more financially responsible!

5 Key

Financial Tips

to for a

Stable Future

This presentation is brought to you by Dempsey and Delta

Agenda 01
02

Before we will learn how to About the

Financial Tips
strengthen your finances, let's Financial Expert

get to know each other first.

About the Financial Expert

Hi! My name is

Phyllis Schwaiger.

I have been working in the financial industry

since 2005, when I started as an insurance

sales agent.

I specialize in portfolio management,

insurance planning, and working with

women business owners.

 Career Timeline

2002 2005 2010 2015 2021

Earned Insurance Accredited Wealth Financial

Bachelor's Sales Agent as a Certified Manager at Advisor at

Degree in at Sitwell Financial Zenith Central Dempsey

Economics Financial Planner Bank and Delta

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Portfolio and risk management

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Retirement planning

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Financial

Advanced tax planning services

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 A financial advisor's

honest and objective

feedback is worth

their weight in gold.

Financial advisors keep you well-informed to

help you make better financial decisions.

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Positive client feedback is the customers to try your services."

foundation of my business success.

5 Key

Financial Tips

Start following these tips for

stronger financial stability.

 Know your cash flow
Track Where Your and debts over the last

quarter to help you set

Money Goes
realistic goals.

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Item 1 Item 2 Item 3 Item 4 Item 5

 Categorize Your Savings

Splitting up your savings can make it easier to track your progress for

each savings goal and help you accomplish them efficiently.

Sinking funds are savings for

Three must-have savings are:
specific goals, like a new car or
retirement savings, emergency
an upcoming trip. Emergency
funds, and sinking funds.
funds are exactly that — for

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 Pay off the minimum monthly

Pay Off Debts balance for each debt. Allocate

any extra money to debts with

Little by Little the highest interest rates.

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 STOCKS Diversify

Your Portfolio
CRYPTO

A highly diversified Have investments

portfolio can help that do well during

MUTUAL FUND

you lower your economic growth

overall investment and ones that do

risk. well on economic

BONDS
slowdowns.
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Use automatic bank drafts to keep

yourself from spending money

supposedly for your savings and bills.

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Spreadsheet everything! This helps Make and

you keep a close eye on your cash

Stick to a
flow, investments, and debts.

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Budget
Keep your budget realistic and

corresponding to your financial goals.

Quick Recap: Financial Tips
Follow these five key tips to improve your finances.

1 Track your cash flow and debts.

2 Categorize your savings and funds.

3 Pay off high-interest debt first.

4 Diversify your investment portfolio.

5 Make and stick to a budget.

Get in touch!
Call or email us for any financial questions or

inquiries about our services.

Phone Number

123-456-7890

Email Address

hello@reallygreatsite.com

Website

www.reallygreatsite.com
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