Lindsey Slattery, Afc® Email & Phone Number

For additional information and disclosures, please visit: www.harveyinvest.com

Fort Leavenworth, Kansas

Kansas City Metropolitan Area

I work with clients who are stressed by their current financial state, regardless of income level. Together, we can identify and remediate financial blindspots before they become blindsides. As a financial educator, counselor, and coach, I offer a holistic and practical approach for clients whose cash flow needs a little finesse (and maybe some tough love), whose goals need a little SMARTening up and whose financial behaviors and habits need modifying. Stress Less was founded on the firm belief… Show more I work with clients who are stressed by their current financial state, regardless of income level. Together, we can identify and remediate financial blindspots before they become blindsides. As a financial educator, counselor, and coach, I offer a holistic and practical approach for clients whose cash flow needs a little finesse (and maybe some tough love), whose goals need a little SMARTening up and whose financial behaviors and habits need modifying. Stress Less was founded on the firm belief that everyone wanting to improve their financial situation can become financially literate - we are here to make that journey as quick and painless as possible. We aim to enhance financial literacy and reduce money stress by empowering clients to improve their money-related behaviors.My work includes:1:1 CoachingGroup CoachingLeading Financial Wellness / Literacy WorkshopsTeaching Financial Literacy SeriesCurrently a Candidate to become an AFC® (Accredited Financial Counselor) as part of the FINRA Foundation Military Spouse Fellowship.www.stresslessmoneycoach.org Show less

Leavenworth, Kansas, United States

Volunteer educator for Catholic Charities Family Financial Transformations™, a 12 month program where participants work with a team of professionals to learn about and execute a plan to bring them to a place of self- sufficiency. Teaching online classes and working 1:1 with participants in a short-term counseling relationship to improve their financial literacy in all of the following areas:- Understanding credit, finance charges, interest rates and the implications of only paying the… Show more Volunteer educator for Catholic Charities Family Financial Transformations™, a 12 month program where participants work with a team of professionals to learn about and execute a plan to bring them to a place of self- sufficiency. Teaching online classes and working 1:1 with participants in a short-term counseling relationship to improve their financial literacy in all of the following areas:- Understanding credit, finance charges, interest rates and the implications of only paying the minimum amount each month. The value of a high credit score/rating. Understanding personal credit reports-Personal budgeting to reduce, eliminate, and avoid future debt.-Teaching Clients (and their families) money management skills and encourage them to find ways to live within their means.-Educating clients on SMART goals and how to utilize them in their budgeting and financial plans. Show less

Small business coach, marketing and branding consultations offered on a contract basis. Services can include, but are not limited to brand definition, brand photography, marketing overviews, plans and reviews, marketing team training, social media presence, processes and execution of marketing plans. Clients core values and communication strategies must align with team.

Colorado Springs, Colorado Area

Capturing the special moments in my clients lives is one of the best feelings in the world. Specializing in corporate & personal branding, tween and teen confidence building and family portraiture keeps me busy and engaged in our community.

Managed all online advertising for Sequoia Golf, LLC, to include main brand products and managed clubs. Specializations include site optimization, PPC advertising and ongoing web campaigns. Also responsible for media buys, traditional print advertising and new website development.

The Woodlands, Tx & Atlanta, Ga

Managed all day to day marketing and branding for Canongate Golf's 23 ATL clubs, and then moved to TX to launch a new market, including both Canongate & The Woodlands Country Club brands.Experience included working with graphic designers, managing special projects, working with web designers & different areas of club advertising. Created and maintained club collateral and print ads, as well as some web work.

Pre-College (ACT/SAT) Tutor

Sports Studies, Sports Business

Activities and Societies: Sports Business Club, Intramurals

Athletic Training