Rick Zwelling

<< Back to All SpeakersRick Zwelling

Accredited Financial Counselor

Right Path Financial Coaching

Area of Expertise:
Budget Financial Management
rick@rightpath-fc.com(614) 245-5550http://www.rightpath-fc.com
With more than 30 years of experience in business and finance, I have a passion for teaching people the fundamentals of personal finance. I have helped individuals and families from all over the country to gain their financial footing.
As a serial entrepreneur, I have owned multiple businesses, built business for a profitable mortgage company, and assisted individuals and non-profits by providing financial literacy education. ​
I now choose to serve my community by easing financial stress through education.

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Budgeting Basics & More

Financial Wellness

In this class we will cover all aspects of creating and maintaining a solid financial foundation. Topics covered include: Elements of a budget, Financial goal setting, Credit scores, Debt and cash management, The importance of building an emergency fund

Knowledge gained from this class will help attendees take actionable steps to improve their financial foundation, make more thoughtful financial decisions, and reduce stress.

Understanding Credit Reports and Credit Scores

Financial Wellness

This workshop provides the basics to help people understand the importance of taking charge of one’s credit identity. Participants leave knowing how to access their personal credit report and obtain their credit score, as well as how to use the information contained on the reports to impact their financial lives.1. What is a credit report and credit score2. How does information get reported3. How to access your report4. How you can dispute information on your report5. How your credit report and score can help you build a strong credit identity6. How knowledge of your credit report will help with ID theft prevention

Making the Most of Your Paycheck

Financial Wellness

This workshop helps participants learn to identify financial goals and develop a plan to reach them. It will include worksheets that participants can use in their daily lives. Tracking spending, prioritizing expenses, and incorporating goals into one’s everyday spending plan will be discussed.Goal setting – Getting what you wantDeveloping a spending plan that matches your paycheckIdentify what is important to you and your familyFinding ways to save money

Handling Credit and Debt Wisely

Financial Wellness

This workshop will cover, in a positive manner, basic information about managing credit, good versus bad debt, and what to do if facing a serious financial problem.Why credit is an important tool for reaching financial goalsHow to manage debt in order to build your credit ratingVarious types of loan products and how they each workInterest rates associated with various loan productsHow to create “Power Payment System” for paying down debt

Contact Us to schedule programming