Reach Your Goals Through Start Financial Plan

We offer in person or Zoom classes.


What is My Risk Number?

Did you know human beings are twice as concerned about avoiding losses than they are about achieving potential gains?

That’s one of the reasons humans tend to sabotage their own investing — selling when they get scared, missing the recovery, and buying back in when the markets “feel safe” again.

It all starts with the Risk Number, a quantitative way to pinpoint how much risk you want, how much risk you need to take to reach your goals, and how much risk you actually have in your portfolio. The results are powerful.

5 Things You Can Do With Your 401K

  • Financial Plan Guide What's my risk?
  • What's the cost to start financial plan?

Every Wednesday 1:30 pm to 2:15 pm

Start Financial Plan

  • What are results and what information needed to start a plan?
  • Understanding your best interest fiduciary
  • How to complete online applications and forums

Every Wednesday 6:30 pm to 7:15 pm

Calculate My Portfolio Risk

For example students score on their Current Asset Allocation (Current Portfolio)

76 Risk number (in a scale from 1 to 100)

Negative range-17.0% in 6 months

Positive range+23.3% in 6 months



0.48% (annual)

2nd Saturday Sylvia Linares-Williams Live or Online Class


Start Financial Plan One Hour, Discovery Form Completed, Schedule Financial Plan Completion Date

5 Things you can do with your employer savings plan Rollover 401K, IRA

Fiduciary Best Interest Disclosure Compliance

Cost and expense disclosure, pros and cons to rollover employer plan

4th Friday Economics club of Winter Park

Alfond Inn 300 East New England Avenue, fireplace room

This is the earnings season, earnings consensus for Lockheed, Disney, Darden

Economics Blog, Market Review, Monday Morning Outlook by FTPortfolios money manager. Enter email to subscribe:

Connect With Us

Let us give your hand in achieving your financial goals. For more information about our company’s services, get in touch with us today. We’re looking forward to serving you!

Do you know where my 401k is?