Education
Just Getting Started?
Step 1: Gain a solid understanding of the fundamentals of finance and investing.
Our education process is targeted towards those who may be overwhelmed by concepts like investment or could use a refresher in money management.
What will I learn?
We customize the Orange Process to suit each person, but the core issues we will cover with you are:
- Common terms & products and their relevance to you
- The importance of managing Cash Flow
- Guidance on achieving positive results without a budget
- How to protect yourself from life’s unexpected events
- Establishing goals and priorities right for you and your situation
Simply call, email or click here to contact us. We’ll meet with you individually and within 60-90 minutes you’ll be able to tell if Orange is right for you.