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Help

Personal Finance + Technology To Do List

Secure

your online accounts with strong passwords and 2FA.

Automate

your transactions and transfers with notifications.

Privatize

your online personal information and digital footprint.

Digitize

and organize personal files in a digital vault.

Research

to find legitimate, trustworthy sources & services.

Create

a list of your accounts for your will/trust.

Navigate

self-service systems proficiently.

Threats

Recognize and minimize cyber threats.

Know

your best investment is an education in yourself.

Want Help?

If you want help with your personal finance + technology to do list, contact me at [email protected]

Confidentiality and privacy are maintained at the highest level.  Access to your accounts, logins, passwords, screens or other personal information remain yours and are not shared. No financial or digital products are sold.

 

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