SlideShare a Scribd company logo
HELLO, I AM
I have been in the financial
industry for the past year. My
previous experience in the fields
of accounting and teaching has
satisfied two of my career
preferences; working with
numbers and adding value to
others.
•
•
•
BIOGRAPHY
• In the year 2014, she captured an
award from the Association of
Business Executives for sterling
performance, having studied and
passed, with credits, all five
modules in one exam sitting.
This speaks to the great strength
and unlimited capabilities of this
young woman
• Though she epitomizes strength,
she does have a soft side, and
family is what is closest to her
heart.
My first real taste of the workplace was at a Haulage
Company where I held the position of
Secretary/Accountant. Subsequently, I entered the
teaching field for a period of two years. The Financial
Industry has made me see the world differently, it has
enhanced my personal life and so I can in turn,
enhance the lives of others. Financial advising is
something that I am vehement about doing. I am a
Financial Architect, this is my career and I love what I
do.
How I Started
Vision Statement
A wealthier world, mentally and
financially.
Mission Statement
My mission is to provide trustworthy
financial services, that guides your steps
and help you achieve your goals and
dreams; with added wealth and security.
Caring is my policy.
CARING IS
MY POLICY
I provide a service- financial services.
People are the life of my business. You are
the foundation of what I do. Without you,
there will be no one for me to serve. This is
why you are my priority. I commit to
turning your dreams into realities. At every
stage of your life I will be there to give you
the advice needed to ensure you achieve
your goals, with added wealth. I do this
because I care, caring is my policy!
My Three Main Mechanics
ACCESSIBILITY
•
•
•
•
“My happiness
comes from
knowing my
clients live a
secure lifestyle;
filled with
satisfaction”
SERVICES OFFERED
Asset Financing
Financial Planning
Retirement Planning
Estate Planning
Education and Career
Planning
Home Ownership
Income Property
Income Protection
Life and General Insurance

More Related Content

Similar to Rolling Out The Blueprint (Digital Portfolio)

Recruitment brochure
Recruitment brochureRecruitment brochure
Recruitment brochure
Michelle Wren
 
My vision for my business in 2017
My vision for my business in 2017My vision for my business in 2017
My vision for my business in 2017
iuliano intelligent marketing
 
CAN ACADEMY
CAN ACADEMYCAN ACADEMY
CAN ACADEMY
Shaveen
 
ELC - corporate leaders coaching
ELC - corporate leaders coachingELC - corporate leaders coaching
ELC - corporate leaders coaching
Anil Bahl
 
The 15 Characteristics of a High-End Business Coach
The 15 Characteristics of a High-End Business CoachThe 15 Characteristics of a High-End Business Coach
The 15 Characteristics of a High-End Business Coach
Gary B. Henson
 
Brunel News Profile
Brunel News ProfileBrunel News Profile
Brunel News ProfileLeanne Hunt
 
The Best Motivational Speaker in India.pptx
The Best Motivational Speaker in India.pptxThe Best Motivational Speaker in India.pptx
The Best Motivational Speaker in India.pptx
Dr Vivek Bindra
 
Profile Deck.pdf
Profile Deck.pdfProfile Deck.pdf
Profile Deck.pdf
PRAPTITIWARI2
 
ELC_Brochure_Leaders
ELC_Brochure_LeadersELC_Brochure_Leaders
ELC_Brochure_LeadersAnil Bahl
 
Coaching by Essa Jan Allawala
Coaching by Essa Jan AllawalaCoaching by Essa Jan Allawala
Coaching by Essa Jan AllawalaEssajan
 
September 2011 Denver Coach Federation Newsletter
September 2011 Denver Coach Federation NewsletterSeptember 2011 Denver Coach Federation Newsletter
September 2011 Denver Coach Federation Newsletter
ICF Colorado
 
Retiringyou presentation
Retiringyou presentationRetiringyou presentation
Retiringyou presentation
Nobert Atwine
 
EMPOWER Programs for Personal Empowerment
EMPOWER Programs for Personal EmpowermentEMPOWER Programs for Personal Empowerment
EMPOWER Programs for Personal Empowerment
Elaine Cercado
 
How to become a motivational life coach
How to become a motivational life coachHow to become a motivational life coach
How to become a motivational life coach
Mirza Rihad Ali Sunny
 
Change your Life Workshop
Change your Life Workshop Change your Life Workshop
Change your Life Workshop
Adenrele Onikosi AMC, FIMCB
 
How to be self confident
How to be self confidentHow to be self confident
How to be self confident
Sheena Agarwal
 
Carl Solis Resume 2017
Carl Solis Resume 2017Carl Solis Resume 2017
Carl Solis Resume 2017Carl Solis
 

Similar to Rolling Out The Blueprint (Digital Portfolio) (20)

GetFile
GetFileGetFile
GetFile
 
Recruitment brochure
Recruitment brochureRecruitment brochure
Recruitment brochure
 
My vision for my business in 2017
My vision for my business in 2017My vision for my business in 2017
My vision for my business in 2017
 
CAN ACADEMY
CAN ACADEMYCAN ACADEMY
CAN ACADEMY
 
Painted picture voor slideshare
Painted picture voor slidesharePainted picture voor slideshare
Painted picture voor slideshare
 
ELC - corporate leaders coaching
ELC - corporate leaders coachingELC - corporate leaders coaching
ELC - corporate leaders coaching
 
The 15 Characteristics of a High-End Business Coach
The 15 Characteristics of a High-End Business CoachThe 15 Characteristics of a High-End Business Coach
The 15 Characteristics of a High-End Business Coach
 
Brunel News Profile
Brunel News ProfileBrunel News Profile
Brunel News Profile
 
The Best Motivational Speaker in India.pptx
The Best Motivational Speaker in India.pptxThe Best Motivational Speaker in India.pptx
The Best Motivational Speaker in India.pptx
 
Profile Deck.pdf
Profile Deck.pdfProfile Deck.pdf
Profile Deck.pdf
 
ELC_Brochure_Leaders
ELC_Brochure_LeadersELC_Brochure_Leaders
ELC_Brochure_Leaders
 
NETT Jun 2015 (1)
NETT Jun 2015 (1)NETT Jun 2015 (1)
NETT Jun 2015 (1)
 
Coaching by Essa Jan Allawala
Coaching by Essa Jan AllawalaCoaching by Essa Jan Allawala
Coaching by Essa Jan Allawala
 
September 2011 Denver Coach Federation Newsletter
September 2011 Denver Coach Federation NewsletterSeptember 2011 Denver Coach Federation Newsletter
September 2011 Denver Coach Federation Newsletter
 
Retiringyou presentation
Retiringyou presentationRetiringyou presentation
Retiringyou presentation
 
EMPOWER Programs for Personal Empowerment
EMPOWER Programs for Personal EmpowermentEMPOWER Programs for Personal Empowerment
EMPOWER Programs for Personal Empowerment
 
How to become a motivational life coach
How to become a motivational life coachHow to become a motivational life coach
How to become a motivational life coach
 
Change your Life Workshop
Change your Life Workshop Change your Life Workshop
Change your Life Workshop
 
How to be self confident
How to be self confidentHow to be self confident
How to be self confident
 
Carl Solis Resume 2017
Carl Solis Resume 2017Carl Solis Resume 2017
Carl Solis Resume 2017
 

Recently uploaded

BeMetals Investor Presentation_June 1, 2024.pdf
BeMetals Investor Presentation_June 1, 2024.pdfBeMetals Investor Presentation_June 1, 2024.pdf
BeMetals Investor Presentation_June 1, 2024.pdf
DerekIwanaka1
 
Search Disrupted Google’s Leaked Documents Rock the SEO World.pdf
Search Disrupted Google’s Leaked Documents Rock the SEO World.pdfSearch Disrupted Google’s Leaked Documents Rock the SEO World.pdf
Search Disrupted Google’s Leaked Documents Rock the SEO World.pdf
Arihant Webtech Pvt. Ltd
 
Putting the SPARK into Virtual Training.pptx
Putting the SPARK into Virtual Training.pptxPutting the SPARK into Virtual Training.pptx
Putting the SPARK into Virtual Training.pptx
Cynthia Clay
 
Authentically Social by Corey Perlman - EO Puerto Rico
Authentically Social by Corey Perlman - EO Puerto RicoAuthentically Social by Corey Perlman - EO Puerto Rico
Authentically Social by Corey Perlman - EO Puerto Rico
Corey Perlman, Social Media Speaker and Consultant
 
Organizational Change Leadership Agile Tour Geneve 2024
Organizational Change Leadership Agile Tour Geneve 2024Organizational Change Leadership Agile Tour Geneve 2024
Organizational Change Leadership Agile Tour Geneve 2024
Kirill Klimov
 
ikea_woodgreen_petscharity_cat-alogue_digital.pdf
ikea_woodgreen_petscharity_cat-alogue_digital.pdfikea_woodgreen_petscharity_cat-alogue_digital.pdf
ikea_woodgreen_petscharity_cat-alogue_digital.pdf
agatadrynko
 
Meas_Dylan_DMBS_PB1_2024-05XX_Revised.pdf
Meas_Dylan_DMBS_PB1_2024-05XX_Revised.pdfMeas_Dylan_DMBS_PB1_2024-05XX_Revised.pdf
Meas_Dylan_DMBS_PB1_2024-05XX_Revised.pdf
dylandmeas
 
FINAL PRESENTATION.pptx12143241324134134
FINAL PRESENTATION.pptx12143241324134134FINAL PRESENTATION.pptx12143241324134134
FINAL PRESENTATION.pptx12143241324134134
LR1709MUSIC
 
Understanding User Needs and Satisfying Them
Understanding User Needs and Satisfying ThemUnderstanding User Needs and Satisfying Them
Understanding User Needs and Satisfying Them
Aggregage
 
Company Valuation webinar series - Tuesday, 4 June 2024
Company Valuation webinar series - Tuesday, 4 June 2024Company Valuation webinar series - Tuesday, 4 June 2024
Company Valuation webinar series - Tuesday, 4 June 2024
FelixPerez547899
 
An introduction to the cryptocurrency investment platform Binance Savings.
An introduction to the cryptocurrency investment platform Binance Savings.An introduction to the cryptocurrency investment platform Binance Savings.
An introduction to the cryptocurrency investment platform Binance Savings.
Any kyc Account
 
ModelingMarketingStrategiesMKS.CollumbiaUniversitypdf
ModelingMarketingStrategiesMKS.CollumbiaUniversitypdfModelingMarketingStrategiesMKS.CollumbiaUniversitypdf
ModelingMarketingStrategiesMKS.CollumbiaUniversitypdf
fisherameliaisabella
 
Digital Transformation and IT Strategy Toolkit and Templates
Digital Transformation and IT Strategy Toolkit and TemplatesDigital Transformation and IT Strategy Toolkit and Templates
Digital Transformation and IT Strategy Toolkit and Templates
Aurelien Domont, MBA
 
VAT Registration Outlined In UAE: Benefits and Requirements
VAT Registration Outlined In UAE: Benefits and RequirementsVAT Registration Outlined In UAE: Benefits and Requirements
VAT Registration Outlined In UAE: Benefits and Requirements
uae taxgpt
 
Recruiting in the Digital Age: A Social Media Masterclass
Recruiting in the Digital Age: A Social Media MasterclassRecruiting in the Digital Age: A Social Media Masterclass
Recruiting in the Digital Age: A Social Media Masterclass
LuanWise
 
Brand Analysis for an artist named Struan
Brand Analysis for an artist named StruanBrand Analysis for an artist named Struan
Brand Analysis for an artist named Struan
sarahvanessa51503
 
Evgen Osmak: Methods of key project parameters estimation: from the shaman-in...
Evgen Osmak: Methods of key project parameters estimation: from the shaman-in...Evgen Osmak: Methods of key project parameters estimation: from the shaman-in...
Evgen Osmak: Methods of key project parameters estimation: from the shaman-in...
Lviv Startup Club
 
Sustainability: Balancing the Environment, Equity & Economy
Sustainability: Balancing the Environment, Equity & EconomySustainability: Balancing the Environment, Equity & Economy
Sustainability: Balancing the Environment, Equity & Economy
Operational Excellence Consulting
 
一比一原版加拿大渥太华大学毕业证(uottawa毕业证书)如何办理
一比一原版加拿大渥太华大学毕业证(uottawa毕业证书)如何办理一比一原版加拿大渥太华大学毕业证(uottawa毕业证书)如何办理
一比一原版加拿大渥太华大学毕业证(uottawa毕业证书)如何办理
taqyed
 
Project File Report BBA 6th semester.pdf
Project File Report BBA 6th semester.pdfProject File Report BBA 6th semester.pdf
Project File Report BBA 6th semester.pdf
RajPriye
 

Recently uploaded (20)

BeMetals Investor Presentation_June 1, 2024.pdf
BeMetals Investor Presentation_June 1, 2024.pdfBeMetals Investor Presentation_June 1, 2024.pdf
BeMetals Investor Presentation_June 1, 2024.pdf
 
Search Disrupted Google’s Leaked Documents Rock the SEO World.pdf
Search Disrupted Google’s Leaked Documents Rock the SEO World.pdfSearch Disrupted Google’s Leaked Documents Rock the SEO World.pdf
Search Disrupted Google’s Leaked Documents Rock the SEO World.pdf
 
Putting the SPARK into Virtual Training.pptx
Putting the SPARK into Virtual Training.pptxPutting the SPARK into Virtual Training.pptx
Putting the SPARK into Virtual Training.pptx
 
Authentically Social by Corey Perlman - EO Puerto Rico
Authentically Social by Corey Perlman - EO Puerto RicoAuthentically Social by Corey Perlman - EO Puerto Rico
Authentically Social by Corey Perlman - EO Puerto Rico
 
Organizational Change Leadership Agile Tour Geneve 2024
Organizational Change Leadership Agile Tour Geneve 2024Organizational Change Leadership Agile Tour Geneve 2024
Organizational Change Leadership Agile Tour Geneve 2024
 
ikea_woodgreen_petscharity_cat-alogue_digital.pdf
ikea_woodgreen_petscharity_cat-alogue_digital.pdfikea_woodgreen_petscharity_cat-alogue_digital.pdf
ikea_woodgreen_petscharity_cat-alogue_digital.pdf
 
Meas_Dylan_DMBS_PB1_2024-05XX_Revised.pdf
Meas_Dylan_DMBS_PB1_2024-05XX_Revised.pdfMeas_Dylan_DMBS_PB1_2024-05XX_Revised.pdf
Meas_Dylan_DMBS_PB1_2024-05XX_Revised.pdf
 
FINAL PRESENTATION.pptx12143241324134134
FINAL PRESENTATION.pptx12143241324134134FINAL PRESENTATION.pptx12143241324134134
FINAL PRESENTATION.pptx12143241324134134
 
Understanding User Needs and Satisfying Them
Understanding User Needs and Satisfying ThemUnderstanding User Needs and Satisfying Them
Understanding User Needs and Satisfying Them
 
Company Valuation webinar series - Tuesday, 4 June 2024
Company Valuation webinar series - Tuesday, 4 June 2024Company Valuation webinar series - Tuesday, 4 June 2024
Company Valuation webinar series - Tuesday, 4 June 2024
 
An introduction to the cryptocurrency investment platform Binance Savings.
An introduction to the cryptocurrency investment platform Binance Savings.An introduction to the cryptocurrency investment platform Binance Savings.
An introduction to the cryptocurrency investment platform Binance Savings.
 
ModelingMarketingStrategiesMKS.CollumbiaUniversitypdf
ModelingMarketingStrategiesMKS.CollumbiaUniversitypdfModelingMarketingStrategiesMKS.CollumbiaUniversitypdf
ModelingMarketingStrategiesMKS.CollumbiaUniversitypdf
 
Digital Transformation and IT Strategy Toolkit and Templates
Digital Transformation and IT Strategy Toolkit and TemplatesDigital Transformation and IT Strategy Toolkit and Templates
Digital Transformation and IT Strategy Toolkit and Templates
 
VAT Registration Outlined In UAE: Benefits and Requirements
VAT Registration Outlined In UAE: Benefits and RequirementsVAT Registration Outlined In UAE: Benefits and Requirements
VAT Registration Outlined In UAE: Benefits and Requirements
 
Recruiting in the Digital Age: A Social Media Masterclass
Recruiting in the Digital Age: A Social Media MasterclassRecruiting in the Digital Age: A Social Media Masterclass
Recruiting in the Digital Age: A Social Media Masterclass
 
Brand Analysis for an artist named Struan
Brand Analysis for an artist named StruanBrand Analysis for an artist named Struan
Brand Analysis for an artist named Struan
 
Evgen Osmak: Methods of key project parameters estimation: from the shaman-in...
Evgen Osmak: Methods of key project parameters estimation: from the shaman-in...Evgen Osmak: Methods of key project parameters estimation: from the shaman-in...
Evgen Osmak: Methods of key project parameters estimation: from the shaman-in...
 
Sustainability: Balancing the Environment, Equity & Economy
Sustainability: Balancing the Environment, Equity & EconomySustainability: Balancing the Environment, Equity & Economy
Sustainability: Balancing the Environment, Equity & Economy
 
一比一原版加拿大渥太华大学毕业证(uottawa毕业证书)如何办理
一比一原版加拿大渥太华大学毕业证(uottawa毕业证书)如何办理一比一原版加拿大渥太华大学毕业证(uottawa毕业证书)如何办理
一比一原版加拿大渥太华大学毕业证(uottawa毕业证书)如何办理
 
Project File Report BBA 6th semester.pdf
Project File Report BBA 6th semester.pdfProject File Report BBA 6th semester.pdf
Project File Report BBA 6th semester.pdf
 

Rolling Out The Blueprint (Digital Portfolio)

  • 1.
  • 2. HELLO, I AM I have been in the financial industry for the past year. My previous experience in the fields of accounting and teaching has satisfied two of my career preferences; working with numbers and adding value to others.
  • 4. • In the year 2014, she captured an award from the Association of Business Executives for sterling performance, having studied and passed, with credits, all five modules in one exam sitting. This speaks to the great strength and unlimited capabilities of this young woman • Though she epitomizes strength, she does have a soft side, and family is what is closest to her heart.
  • 5. My first real taste of the workplace was at a Haulage Company where I held the position of Secretary/Accountant. Subsequently, I entered the teaching field for a period of two years. The Financial Industry has made me see the world differently, it has enhanced my personal life and so I can in turn, enhance the lives of others. Financial advising is something that I am vehement about doing. I am a Financial Architect, this is my career and I love what I do. How I Started
  • 6. Vision Statement A wealthier world, mentally and financially. Mission Statement My mission is to provide trustworthy financial services, that guides your steps and help you achieve your goals and dreams; with added wealth and security. Caring is my policy.
  • 7. CARING IS MY POLICY I provide a service- financial services. People are the life of my business. You are the foundation of what I do. Without you, there will be no one for me to serve. This is why you are my priority. I commit to turning your dreams into realities. At every stage of your life I will be there to give you the advice needed to ensure you achieve your goals, with added wealth. I do this because I care, caring is my policy!
  • 8.
  • 9. My Three Main Mechanics
  • 11.
  • 12.
  • 13.
  • 14. “My happiness comes from knowing my clients live a secure lifestyle; filled with satisfaction”
  • 15. SERVICES OFFERED Asset Financing Financial Planning Retirement Planning Estate Planning Education and Career Planning Home Ownership Income Property Income Protection Life and General Insurance