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Helping the community with their financial goals
by building a plan to guide you to financial freedom!
Managing your finances can be overwhelming
if you don't have a plan.
You continue to pay high interest on credit cards.
You are tired of living paycheck to paycheck.
You don't know what to do next in your financial journey.
Step one: Contact us for a free consultation
Step two: Get a plan
Step three: Find your Financial Freedom
And that leads to sleepless nights, make you fearful for your future, and fuel arguments and creating tension with your family. We don’t want that for you. We will build a plan for you.
Initial Consultation
During the initial consultation with a financial coach, you will have the opportunity to discuss your current financial situation and any specific goals or concerns you may have. The coach will work with you to create a personalized financial plan that aligns with your objectives. They will provide guidance on budgeting, saving, and investing, as well as offer strategies to improve your financial well-being. Additionally, the coach will help you understand your financial habits and behaviors, identifying any areas where you may need to make adjustments. This consultation is a valuable first step towards gaining control over your finances and working towards a more secure future.
Building a Plan
It involves careful consideration of the desired outcome, as well as the strategies and steps needed to get there. A well-crafted plan acts as a roadmap, guiding individuals or organizations towards their version of success. It requires setting clear objectives, outlining the necessary actions, and establishing deadlines to ensure progress is made. Additionally, it involves assessing potential obstacles and developing contingency plans to overcome them. Successful planning involves a balance between long-term vision and short-term actions, allowing for adaptability and flexibility along the way. With a strong plan in place, individuals and organizations can stay focused, motivated, and take the necessary steps towards reaching their goals.
Executing the Plan
After careful consideration and meticulous planning, it is time to put our strategy into action. We understand that unforeseen challenges may arise along the way, but we are prepared to adapt and overcome any obstacles that come our way. With clear communication and a unified approach, we are confident in our ability to achieve the desired outcome.
Financial Decisions
We will also be there when you are faced with a decision, to help you work through your thoughts, and to think of vantage points you may not have considered.
72% of households do not have a written financial plan.
78% of workers are living paycheck to paycheck.
More than 1 in 4 workers do not set aside any savings each month.
25% of workers have not been able to make ends meet every month for the last year.
Almost 3 out of 4 workers say they are in debt, more than half think they always will be.
Most people can be debt free in 2 years excluding their home.
Build an Emergency Fund worth 3-6 months of spending 6 months later.
Over the next 7 years, focus on paying off your home and saving 15% of your income.
Imagine becoming a Net Worth Millionaire in 15 to 20 years.
Finally, teach your children to manage money, how to live below their means, save for retirement, and be very generous.
For which of you, desiring to build a tower, does not first sit down and count the cost, whether he has enough to complete it.
Luke 14:28 ESV
The rich rules over the poor, and the borrower is slave to the lender.
Proverbs 22:7 ESV
And the crowds asked him, "What then shall we do?" And he answered them, "Whoever has two tunics is to share with him who has none, and whoever has food is to do likewise."
Luke 3:10-11 ESV
Precious treasure and oil are in a wise man's dwelling, but a foolish man devours it.
Proverbs 21:20 ESV
A good man leaves an inheritance to his children's children.
Proverbs 13:22 ESV