Architecting the future, one FinTalk™ at a time.

Engaging and empowering sessions that will motivate audiences through experiential learnings that can be applied in different settings.

Our signature presentations will share insightful tips and foundational elements that will help define the audience's financial purpose, and deliver actionable steps they can take towards crafting an abundant financial life.

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Corporate and Speaking Engagements

Strategically designed by our financial architects to deliver best in-class material, focused on financial growth, literacy, and empowerment.

We custom design workshops and lunch & learns for organizations, schools, and offices, from basic to advanced. We are also available for speaking engagements at private events or panels.

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Join our FinTalks™

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Life and Work with Laura Paez

This is a project that is dear to my heart because I was a client before I managed their communications so I know their capabilities and I believe in their mission and work.
Join us

Our expertise focuses on

  • Money and debt
  • Student Loans
  • Savings and Investments
  • College Planning
  • Personal Finance Foundations
  • Life Events
  • Credit Score and Report
  • Privacy and Security
  • Fraud Protection
  • Retirement
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Let's talk finances

(before any deductions. Be sure to include bonus, commissions...)
If there is something you're not sure about, leave it blank. Please enter the name of the creditor i.e. AMEX, Chase, Capital One, Bank of America, etc.
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Assets
Balance/Value
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(before any deductions. Be sure to include bonus, commissions...)
If there is something you're not sure about, leave it blank. Please enter the name of the creditor i.e. AMEX, Chase, Capital One, Bank of America, etc.
Debt Item
Minimum Per Month
Due date
Amount Owed
Interest Rate
Time left
+ add row
If an expense is not listed, please add it with its appropriate name.
Recurring Item
Per Month
Due date
+ add row
If an expense is not listed, please add it with its appropriate name.
Recurring Item
Per Month
+ add row
Item
Income
+ add row
Assets
Balance/Value
Interest Rate
+ add row
(before any deductions. Be sure to include bonus, commissions...)
If there is something you're not sure about, leave it blank. Please enter the name of the creditor i.e. AMEX, Chase, Capital One, Bank of America, etc.
Debt Item
Minimum Per Month
Due date
Amount Owed
Interest Rate
Time left
+ add row
If an expense is not listed, please add it with its appropriate name.
Recurring Item
Per Month
Due date
+ add row
If an expense is not listed, please add it with its appropriate name.
Recurring Item
Per Month
+ add row
Item
Income
+ add row
Assets
Balance/Value
Interest Rate
+ add row
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We specialize in workshops and private events. Let us design it for you.

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