Greetings, this is the Financial and Education section where I will outline the areas of finance in which I can consult clients in. This page will also feature links to educational documents for sale and also a link to my teachable website on stocks.


Teachers Pay Teachers Site: Mr. Pitts Middle School Materials

Teachable for Stocks: Teachable Courses

Stocks - How to setup. Understanding terminology. Day trading versus long-term. Dividends v. Growth

Banking -Basic accounting systems, how to set up savings, checking and commercial accounts. How to balance your statements - deposits and withdrawals. Savings Plans and Fees

Taxes - Reading W-2s and W-4s. How to navigate filing forms. Definitions and how to fill out your returns. What to do in undesirable situations.

Budgets - How to set-up a budget that is best for you. Spreadsheets for organization. Travel Budgeting. Budgeting for paying off loans or unexpected expenditures

Loans and Tuition - How to acquire loans. What loans to acquire. Loan deferment

Credit  - Where to go for credit scores. How to apply for Credit Cards that work for you. Interest. How to use and why you need credit. When to use Credit

  • Free consultations available until Fall 2016 (phone or email; in-person possible)

  • Rates - $50/hour, cost varies based on extended time, flat fees, days and long term

  • Professional Forms/Workbooks/Sheets - $40 per product includes how to use

  • Workshops - Cost depends on venue

    • Speaking Engagements available

  • Open to Negotiation

  • Financial Certification Courses and Real Estate License in Process

  • EMAIL all inquiries to

  • All payments can be made through Paypal, Stripe or in Person





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