Workbook of Financial Excellence

Dear Lakesha’s Workbook of Financial Excellence is designed to be a lesson companion to complement and reinforce your learning experience alongside our sessions. It's been meticulously designed to enhance and aid in crafting a personalized financial roadmap tailored to your needs. Explore essential topics including budgeting, bank accounts, understanding credit, effective debt management, homeownership vs. renting, saving strategies, investing 101, student loans, life insurance assessment, retirement planning, and long-term care. Accompanied by interactive worksheets, this workbook empowers you to create a strategy for financial success. Additionally, gain unique insights from "Lakesha's Lessons," where I share invaluable wisdom drawn from over 20 years of experience as a banker. This workbook isn't just theory, it's a practical resource to help you navigate your finances confidently and secure your financial future.