Making Finance Digestible: One Financial Advisor’s Unique Approach

HOUSTON, TX – March 22, 2022 – Shelley Nadel, a native Houstonian and Certified Fiscal PLANNER experienced, has combined her two driving passions:  money planning and cooking.  Working with video, Shelley makes use of this intriguing and ground breaking combination to stroll viewers by way of functional, effortless-to-make recipes, although she imparts economic strategies and tips of the trade.  For instance, she talks about a recipe remaining a guidebook that you can adjust to your have taste palette, just as a monetary approach can be adjusted for life’s bumps along the way.  She discusses how creative imagination and flexibility are needed equally in the kitchen area and in economical arranging as properly with a trustworthy economic advisor who is a fiduciary.

“I was impressed to commence Foods and Finance with Shelley when I started out wondering about how numerous cooking analogies are relevant to the economic world. I am a big proponent of trusting your gut both of those in the kitchen and in your fiscal setting up,” Shelley reviews.

She has introduced in which you can watch films and down load recipes of delicious dishes, including:  quinoa squash electrical power bowl, speedy breakfast egg cups for mornings on-the-go, and yummy small Shelley oatmeal cookies.

Each individual month there will be a new video clip and recipe uploaded to the web site.  Keep tuned for the next video clip drop sprinkled with monetary knowledge.  Allow Shelley know which dishes are your favored and what recipes you would like to see in the long run!

Not only does Shelley share her cooking and fiscal insights by way of online video, she also conducts these foods and finance classes in-man or woman for businesses.  If you are interested in a custom made session for your organization, be sure to get hold of her at 512-662-6262. 

In the meantime, whet your urge for food with Shelley’s fun cooking sessions peppered with financial pearls of knowledge.


Food items & Finance with Shelley Nadel was launched as a pleasurable and inventive offshoot of Shelley Nadel’s company, Monetary Achievements Techniques LLC. Shelley is a Licensed Fiscal PLANNER professional whose mission is to support experienced girls and their families, as perfectly as modest enterprise homeowners, utilize the very same excellence to their own funds that they utilize every single working day in their work. She features her shoppers refined and comprehensive organizing services, addressing their income-connected considerations, like retirement accumulation and income, estate administration, insurance policy, long-time period treatment, school funding, philanthropy, and business succession.

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Investing involves possibility and possible loss. Securities offered through Lion Street Economic, LLC (LSF), member FINRA/SIPC. Expenditure Advisory Solutions made available as a result of Lion Road Advisors, LLC (LSA), and Csenge Advisory Group, registered financial commitment advisors. Insurance coverage presented by way of Fiscal Accomplishment Techniques, LLC, not affiliated with LSF or LSA. Fiscal Achievement Approaches, LSF, and LSA do not offer tax information. For comprehensive details, make sure you see your tax advisor. ​Securities provided by way of Lion Avenue Economical, LLC (LSF), member FINRA/SIPC. Expenditure Advisory Solutions presented by means of Lion Road Advisors, LLC (LSA), registered financial commitment advisors. Insurance policies offered by Fiscal Good results Procedures, LLC, not affiliated with LSF or LSA. Associates could transact organization, which involves supplying products and products and services and/or responding to inquiries, only in state(s) in which they are thoroughly registered and/or certified.

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Business Title: Sergesketter & Associates Inc.
Speak to Individual: Terri Heath
Email: Send Email
Cell phone: 847-770-1963
Town: Winnetka
Condition: IL
State: United States

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