S.Morgan Financial —
Working with you to achieve your financial goals.
My name is Shrees Morgan and I'm the Owner of S.Morgan. We're in business of building generational wealth, and financial security for you and the ones you love.
External linkAbout
My name is Shrees Morgan, a mother of two beautiful girls. I'm a holder of a BSc. and a MSc from the University of the West Indies St. Augustine. I love reading, and working in my garden.
Since I have been introduced to the insurance industry I feel like my life has new meaning. I'm not only earning a living to support my own family, but I'm helping my clients support and protect theirs.
Here is the link to my online questionnaire —
My Top Picks
What is financial freedom
Financial Freedom is the ability to make life decisions without being overly stressed about the financial impact because you are prepared.
#1 Set Life Goals
Set Life Goals both big and small. A general desire is not enough. How much money should you have in your emergency fund. What type of car and lifestyle you desire. At what age should these things be accomplished. The more specific your goals, the higher the likelihood of achieving them.
External link#2 Have a realistic budget
Have a monthly household budget and stick to it!!! This ensures all bills are paid and savings and put away. The budget becomes a habit that continuously reinforces your goals and help you stay focused on the bigger picture
External link#3 Pay off credit cards in full
Credit cards and high interest loans are counterproductive to building wealth.
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