Cedar Rapids, IA, USA
Hi there! My name is Malia, and my passion lies in financial education. I've dedicated my career to helping others build a life they love by having a solid foundation for their financial future. If you need help or support with any of the following, I'm you're gal! 💰 getting started investing (jargon free conversations ONLY) - IRA, 401k, HSA, etc. 💰 investing for your children or young loved ones - building generational wealth! 💰 developing savings strategies 💰 having an overall understanding of your current financial state & what realistic goals could be 💰 + more! Here's what you can expect after booking a 1:1 Session: ✍🏻 Pre-Work: Once you've booked a call, I will be in contact to share my 1:1 Financial Review sheet. This is an all encompassing document where you will gather all of your current state financial details + share some goals you want to accomplish. This will help both of us have a better understanding of where you are at, so that we can make the most of our time together. 💻 Our Session: We will dive in together, based on our allotted time to develop a plan to achieve your goals. We will discuss tools, systems, strategies that are best fit for your personal situation. 🗒 Post-Work: following our session I will send a detailed list of action items, tools & resources discussed. This way you know exactly what steps need to be taken next, to keep the ball rolling! If you're seeking someone who understands the challenges faced by young professionals and can provide practical advice to help you achieve financial success (without sacrificing the ✨things you love✨), I'm here to help. Let's embark on this journey together and create a brighter financial future for you! Looking forward to connecting with you soon.
University of Northern Iowa
Finance; Supply Chain Management; Organizational Leadership
Aug 2014 - May 2018
National Financial Educators Council
Issued Oct 2023Show credential