Small Good Choices

Helping you identify the small things you can do to keep your financial plan on track.

Watch the Video

Success with Small Choices

Whether you’re starting your first job or getting ready to retire, you are the center of your financial plan.

Sequoia Financial Group developed Small Good ChoicesTM to help you gauge the completeness of your financial plan. We started with the key categories: organization, risk management, investments, estate planning, debt and taxes, and identified 60 essential aspects of a comprehensive wealth management plan.

Your Instructor

Leon LaBrecque, JD, CPA, CFP®, CFA
Leon LaBrecque, JD, CPA, CFP®, CFA

His passion for improving people’s financial lives is unparalleled, and it is the driving force behind Leon LaBrecque. You can hear him give advice as an expert commentator for global media outlets including CNBC, Bloomberg, CNN, Fox News, Forbes, and more, but there is nothing that fuels him more than helping others navigate their own finances, better understand their fiscal future and increase their financial literacy. Leon’s deep understanding and unique perspective into geopolitics, cultural phenomenon, and even computer coding, has given him the skill to explain complex situations simply, thus increasing understanding and reducing uncertainty among clients.

If he’s not helping his clients prepare for a thriving retirement you will find him spending time with his wife and children, hunting and fishing in his backyard of exquisite Michigan, and relaxing through yoga and poetry.

Frequently Asked Questions

When does the course start and finish?
The course starts now! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
After enrolling, you can access this course any time you wish! Feel free to share with your family, friends, co-workers! Pretty much anyone can benefit from viewing Small Good ChoicesTM.
What if I have questions while viewing the class?
Send an email to [email protected] and we will be sure to answer your question promptly.
This website is for informational purposes and reflects the experience and opinions of the authors. Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.