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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