Mikki Venekamp, Chfc®, Afc® Email & Phone Number

Okinawa Prefecture, Japan

Bel Air, Md

• Provide financial counseling service, including conducting group training, one-on-one coaching, and workshops strived for helping clients build financial capability, change money habitudes, and achieve financial independence.• Conduct and coordinate intake and holistic assessments of individual and family clients.• Assist clients in identifying and addressing current financial opportunities and challenges while providing a holistic perspective on overall financial stability to help clients move towards proactive money management and long-term success.• Develop individualized spending plans in collaboration with clients, assisting with goal-setting, money management, savings, credit building, debt management, utilization of financial services and products, benefits screening, etc.• Educate clients on the value of financial coaching service and engage clients in a longer-term coaching relationship as appropriate.• Follow-up, monitor, and evaluate progress with clients.• Track and compile outcomes of services provided; provide information, and prepare reports regularly.• Perform outreach and attend networking events to market services, and build relationships with community and referral partners.• Identify and refer participants to other community resources and entrust referral partners, as needed, to achieve clients’ financial goals.• Identify, cultivate, and maintain effective relationships with key providers of other community resources and services, coordinating efforts as needed to maximize client impact.• Developing professional networks across the continuum of financial coaching programs• Handling all financial and administrative responsibilities, including accounts payable, accounts receivable, invoicing, and all required federal and state tax withholding.

Lincoln, Ne/Ft. Riley, Ks/Misawa, Japan/Yongsan, S. Korea/Middle River, Md

• Assist 1500+ service members and their family members with establishing a basic level of financial literacy and sound financial behavior and habits.• Identifying immediate and long-range measures to increase income, reduce household expenditures, and avoid additional financial burdens.• Personal budget/financial planning to reduce, eliminate, and avoid debt and to achieve solvency and stability.• Coaching Service members (and their families) money management techniques to encourage them to live within their means.• Understanding credit, finance charges, interest rates and the implications of only paying the minimum amount each month.• Educating military families on the importance of maintaining excellent credit histories and ratings.• Establishing, monitoring, and protecting their credit.• Teaching Service members to make informed decisions and to be aware of associated costs such as insurance, maintenance, fuel costs, etc.• Reaching out to young Service members to encouraging them enrolled in the Thrift Savings Plan (TSP).• Assisting clients with tax planning.• Teaching Service members and their families how to save for emergencies, unanticipated contingencies, and both short and long-term goals.

Varies

• Assist service members and their family members with establishing a basic level of financial literacy and good financial behavior and habits.• Identifying immediate and long range measures to increase income, reduce household expenditures, and avoid additional financial burdens.• Personal budget/financial planning to reduce, eliminate, and avoid debt and to achieve solvency and stability.• Teaching Service members (and their families) money management techniques to encourage them to live within their means.• Understanding credit, finance charges, interest rates and the implications of only paying the minimum amount each month.• Educating military families on the importance of maintaining excellent credit histories and ratings.• Establishing, monitoring, and protecting their credit.• Teaching Service members to make informed decisions and to be aware of associated costs such as insurance, maintenance, fuel costs, etc.• Reaching out to young Service members to get them enrolled in the Thrift Savings Plan (TSP).• Assisting with tax planning.• Teaching Service members and their families how to save for emergencies, unanticipated contingencies, and both short and long-term goals.

Chartered Financial Consultant (Chfc), Certified Financial Planner (Cfp), Financial Planning And Services

HS 300 Financial Planning: Process and Environment - Completed HS 311 Fundamentals of Insurance Planning - Completed HS 321 Income.

Accredit Financial Counselor (Afc), Financial Counseling

Bachelor Degree, Business Administration

Associate Degree, Liberal Arts

Behavioral Sciences

Behavioral Finance via Coursera - Completed on April 27, 2017. We make thousands of decisions every day. We usually make these decisions.