Jacquelyn Sy on Clubhouse

Bio

🇺🇸👩🏻‍🍼Mom of 3
👩🏻‍💻Serial entrepreneur
🧾Bookkeeper
💸Wealth Strategist
💰Financial literacy educator

I Have a passion for
✳️ Making things happen
✳️ Motivating the world
✳️ Leveling up daily
✳️ Giving back like it’s going out of style! ❤️

On a mission to help others create multiple streams of income while working a 9-5 or running a business. I teach families to have a better relationship with their money so they can empower families with the financial foundations that will generate wealth. I can help you
✅Create wealth with purpose
✅Pay less tax
✅Protect your family and wealth
✅Build a financial legacy that will last

So Let’s talk about your financial goals

How I serve:

I provide you with a Personal Financial Strategy to help you protect your family, eliminate debt, and invest for the future. DM ‘STRATEGY’ to book a call on Zoom.

📲Text the word “LEARN” to 1-209-683-5073 to get access to FREE Financial Workshops so you can level up your money game.

✳️ Term, whole, & index life insurance
With living benefits
✳️ Debt Elimination Consultation
✳️ Fixed/Indexed Annuities
✳️ Long term care plans
✳️ Will/Trust

💚 Are you a college student or young adult? Do you feel like you’ve entered the adult world but still don’t know how to ‘adult’?

💚 Are you mom that is struggling to manage your finances? Do you worry about saving for the future, your car, your home? Are you worried about all the student loan & credit card debt? Is all the financial information on the internet confusing & overwhelming for you?

💚 Would you like to learn how to budget your money, save, and invest it? Do you want to work towards financial freedom?

✅If so, I can help:
✳️ For a no obligation chat please DM ‘COACH’ on IG for a FREE 1:1 financial coaching session
✳️ Organize your finances, DM ‘BOOKKEEPING’
📲Text the word “LEARN” to 1-209-683-5073 to get access to FREE Financial Workshops

I am recruiting at the moment. If you’re interested in marketing financial services, DM the word “READY” to see if you qualify to train with me and join my team. No prior experience required.

On here to:
🌐 Connect with like minded people
💰 Teach others how to have a better relationship with money
📚 Gain knowledge from other business professionals

Together we go further ↗️

📈How to scale your business
📝 Process is the DOOR 🚪
💻 Systems are the LOCKS 🔒
💰 Financial Literacy is the key 🔑
👥 People help elevate 🆙
🤘🏼 #Investor #mompreneur #mentor