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Money Etiquette
Money Etiquette

Money Etiquette

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Service type
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Introduction
I'm able to effectively reach people of all ages, races, genders, and religious backgrounds. I don't simply speak down to my audiences, I have a conversation with them. Inspiring others
Overview

Hired 14 times

Background checked

1 employee

13 years in business

Business hours

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Services offered
Service type

General financial planning

Investment review

College planning

Home purchase

Work location

My customers travel to me

I travel to my customers

I work remotely (phone or internet)

Projects and media

5 photos

Projects and media

5 photos

Reviews

Customers rated this pro highly for work quality, responsiveness, and value.

Exceptional 5.0

9 reviews

5
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LaCoya M.
May 5, 2016
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Beth G.
Apr 17, 2015
Joseph conducted a workshop on our campus for our first-generation college students on Managing Money in the Real World. This was a dynamic presentation -- and the students loved it! College students often focus on the here and now and Joseph got them thinking about life AFTER graduation, including understanding a monthly budget, how to create an "incentive based budget" and how to live within your means to ensure a bright future. I'm grateful for the helpful seeds that this workshop planted in my students' minds. Joseph's presentation style was engaging and effective. The students appreciated that he incorporated real-life examples and straight talk throughout the workshop. The students left with a greater sense of the importance of managing money after this session!!
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Sabrina W.
May 2, 2016
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Dominic J.
May 11, 2016
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Patricia B.
Jun 20, 2017
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Hired on Thumbtack

Hired on Thumbtack

Very helpful and knowledgeable
Personal Financial Planning
Credentials
Background Check

Joseph Lorick

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