Daneene @ CBS

A consultative approach with innovative solutions

BUSINESS SOLUTIONS

Financial Literacy Workshops - Financial wellness for your staff! These complimentary workshops are an excellent addition to a well rounded benefits offering

FOR INDIVIDUALS AND FAMILIES

Personal Finance Survey - My team and I are aiming to help families strengthen their Financial Literacy by providing everyday folks with a variety of tools that most of "Main Street" isn't aware of. Fill out this brief form to learn more!
Financial Strategy and Beyond / Synergy Financial
"Self-serve" Life Insurance - If you must....but I (REALLY) do recommend you chat with a professional! I know one ;-)
"Self-serve" Life Insurance - If you must....but I (REALLY) do recommend you chat with a professional! I know one ;-)

LET'S CONNECT!

Schedule a Complimentary 30 Minute Consultation for Your Business
Schedule a Complimentary 30 Minute Consultation for Your Business
Schedule a time to meet, Zoom, or chat!

ARTICLES, MUSINGS, AND SUCH BELOW

My first podcast! On Financial Legacy with Lea on Mission Matters Podcast Network
My first podcast! On Financial Legacy with Lea on Mission Matters Podcast Network
How can workplaces effectively support mental health?
How can workplaces effectively support mental health?
Employee Retention Credit — Still The One (The Latest Update)
Employee Retention Credit — Still The One (The Latest Update)
What is WOTC Screening and How Can it Affect My Bottom Line
What is WOTC Screening and How Can it Affect My Bottom Line
The significance of financial wellness benefits for employees in a COVID-19 world | BenefitsPRO
4 Ways To Shift Your Money Mindset From Scarcity To Abundance