Cookies

We use cookies and related technologies to personalize and enhance your experience. By using this site you agree to the use of cookies and related tracking technologies.

Privacy Policy
Beatriz Monterroso Headshot

Meet Beatriz Monterroso

Glen Gardner, New Jersey

My financial goal is to learn and gain awareness and how to manage money as it comes in – to understand it and value it and not be afraid of mismanaging it. My goal is to be able to save, effectively invest, and retire to a safe and stable life in the future. I would eventually like to help out charities. I want to have peace of mind when it comes to my life now and in the future!
– June 7th, 2021

Financial Milestones

Meeting with Branch Champion

“Bea is very determined to get her finances back on track and build a successful business”

Check-In Meeting – October 4th, 2021
Zogo Financial Literacy App Total Points: 584,275 Pineapples: 31,637
Financial Wellness Modules – Guide to financial Wellness
Financial Wellness Modules – Basics of Budgeting
Financial Wellness Modules – Dealing with Financial Stress
Financial Wellness Modules – Crash course in Credit
Meeting with Visions CEO Ty Muse – December 21st, 2021