Financial literacy and management should be accessible to everyone. They’re both crucial to economic stability and success, especially for first-gen students and minority professionals. How many of have truly mastered how to budget, save, pay down debt, and invest all at the same time?

Budget spreadsheets and apps can be difficult and intimidating to manage. Saving money sounds easy, but only 23% of Americans have a 6-month emergency fund saved. Managing credit card and student loan debt are additional common stressors, plus the rising cost of medical debt and out-of-pocket expenses (these costs can skyrocket in retirement). Tie in stagnant wages and the enormous cost of living near cities and economic opportunity, and it’s no wonder that many of us feel tempted to run fast from our finances.

Based on individual needs and goals, Dao Academic Consulting offers personalized financial plans for clients to achieve their short-term, medium-term, and long-term financial goals. Each plan comes with a free budget spreadsheet, a savings and investment goal calculator, and a debt repayment calculator. Together, we’ll discuss and calculate exactly how much and how long it’ll take to meet your money goals.

One Thought on “Financial Literacy and Management”

  • Hi there! This article couldn’t be written any better! Looking through this article reminds me of my previous roommate! He continually kept preaching about this. I’ll send this information to him. Fairly certain he will have a great read. Thank you for sharing!

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