Beth D'Andrea, Financial Planner, LLC

Personal education and guidance for all the stages of your life.

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Have Beth Speak to your Organization
 
BD'A is happy to speak at your event. 
 
A lively presentation with audience participation makes for a memorable learning experience.  No market charts or data points, just easy to understand discussions about what's important to you.
 
Contact Laurel Cohen for further information at 484.648.0184
 
 
The New Financial Freedom Portfolio is here!
 
Our newest classes all include the Financial Freedom Workbook.  This high quality notebook is built to last a lifetime - because that is how long you are planning for!  Each elegant notebook uses heavyweight paper and Circa binding rings so that pages can be added and removed easily.  These books are not only meant to be used in the class but to be referred to each year and life-event - it is truly a lifetime planning journal.
 
 

 

 


Jump Start Your Personal Finance Plan

 

 

Half motivation, half perspiration.

Your audience will walk out feeling in control of thier finances in a way that is meaningful and personal.  We'll also have a few laughs. 

 

Learning is nothing without doing.  If you're committed to taking control of your finances and truly building a plan for your future, you've come to the right place.

 

 

 


Power Couples

 

Merging your bank accounts can be as difficult as merging your lifestyles.  You spent a ton of time planning the wedding and the honeymoon, now, take the time to build a financial future for both of you.

 

Be a Power Couple - planning your financial future together helps to create a shared vision and a path to reach it - start today.

 

 

 

 


Women and Money - Take Back Your Finances

 

 

Women often find themselves unexpectedly holding the reigns of their financial future.  It can be overwhelming, and feel unfair.

If you are looking for a speaker for your women's group, this short class will teach your audience what they need to know to take back control of their finances and feel confident when speaking with others!

 

 


“New Parents” means New Financial Plans

 

There is a lot to learn as a new parent - diaper changes, midnight feedings...It may feel stressful and overwhelming.

Control what you can control.  Secure your future and protect your family by learning what you need to know financially as a new parent.

 

What You'll Learn

 

Each class can be customized, but includes:

  • Build and Prioritize Goals
  • Plan it/Do it!
  • Better Budgets
  • Investment Basics
  • Protecting Your Future 

 


  

"Your class was...excellent, informative, valuable!"

-N.W.

 

 

"Your demeanor inspired our confidence..."

-E.C.