Joel "COACH J" Jarmel

AT HOME WEALTH MANAGEMENTWE ARE AN EDUCATION COMPANY. We provide training on how to self-manage your wealth in the areas of personal finance, investments (using the TD Ameritrade/Schwab Think or Swim trading platform), and retirement planning, so you can self-direct your wealth regardless of your total net worth. Our educational services apply no matter what financial stage you are in - sunrise (early stage of your career), noon (established in your career), sunset (latter stage of your career), and retired (exited the workforce). AHWM was created for two reasons. First, because of our education and background in these areas, we wanted to give back by providing affordable training to anyone interested in enhancing their financial literacy. Second, because we personally experienced and knew others who were seeking answers to questions like "How much can I afford to spend on my home or car?", "How much money do I need to retire?", and "Can I make a living or have supplemental income investing and trading in the stock market?" These are all very important questions that are derived from not having a plan in place to manage your assets with consideration to the fluctuations of the market. Our training provides you with that plan to learn the many decisions you can make and implement now, in the areas of personal finance, investments, and retirement planning, that your future self will thank you for. We base our training on our company model of ANALYZE, STRATEGIZE, and MONETIZE (ASM). After completing our courses, you will have the tools to apply those methods to personal finance, trading/investing in the stock market, and retirement planning.BIO: FOUNDER, CHIEF FINANCIAL OFFICER, CHIEF LEARNING OFFICER, INSTRUCTOR - JOEL "COACH J" JARMELEDUCATION:Bachelor of Science in Business Administration: Major: Accounting.Master of Science in Business Education (MSE)Certified Licensed Public School Teacher Grade 9-12Code 1250 - Business EducationCode 1281 - Business and Office Microsoft Office Specialist (MOS) certifiedExcel, Word, PowerPoint, OutlookDale Carnegie GraduateWORK EXPERIENCE:20+ YEARSHands on experience working as an accountant and educator doing tax return preparation/consultation and training people and companies in areas of Tax Accounting, Personal Finance, Investments, Retirement/Estate Planning.I’d love the opportunity to share my knowledge and experience with you.