Did You Know?
Two-thirds of Americans Say They Are Living Paycheck to Paycheck.
Source: Market Watch
Financial Issues Top the List of Reasons U.S. Adults Live in Multigenerational Homes.
Source: Pew Research
Almost 50% of Americans Consider Themselves ‘Broke’.
Source: Market Watch
Of 3,403 U.S. adults and 203 U.S. teens aged 14 to 17 surveyed:
- 67% - Cutting back on spending.
- 57% - Worrying more about money.
- 45% - Feeling more nervous about debt.
- 45% - Delaying some life plans.
- 45% - Making tough financial choices.
- 37% - Savings and investing more.
- 35% - Dipping into savings and investments.
- 26% - Making some large purchases.
- 24% - Seeking more advice from others.
- 20% - Taking new financial risks.
Source: Wells Fargo
1. Explore Our Library Of FREE Personal Finance Calculators To:
- Gain a clearer picture of your personal financial health today.
- Get a glimpe into your future financial well-being.
- Start making better personal financial decisions.
Examples:
FIRE Calculator
The FIRE calculator (Financial Independence Retire Early) is a great tool to help you determine how much money you would need to retire early.
Emergency Fund Calculator
Calculate how much you can and need to save for large unexpected emergency expenses like medical bills or home repairs.
Debt Management Calculators
Use these calculators to determine the true cost of your debt, and begin implementing a strategy to better manage your debt obligations.
2. Gift Yourself A FREE Financial Needs Analysis
Schedule a FREE NO STRINGS ATTACHED analysis & overview of your current financial situation and a personalized companion strategy to get you on your way to achieving your financial goals.
- A snapshot of your personal financial health today.
- A glimpe into your future financial well-being.
- Start making better personal financial decisions.
2.1. It's All About You
Pick any or all of the topics below. Walk away with a strategy you can begin implementing right away.
Learn how to outpace inflation while reducing your tax burden.
- Reduce taxation
- Build a family legacy
We'll show you how to protect yourself as well as your family assets against the potential loss of income.
Consolidating and even eliminating debt is not difficult. It just takes the desire to do so coupled with the right strategy.
Prepare yourself for unexpected expenses with an emergency fund. This should be at least 3-6 month's income in savings. We'll show you how to do it.
A simple budgeting strategy to help you better manage your expense and explore how to generate additional income.
2.2. Schedule A Call
We have nothing to sell you, just value to give.
3. Continue Learning
Budgeting & Saving
A budgeting and saving strategy is crucial if you want to achieve financial stability and security. Manage your expenses, build an emergency fund, and determine your long-term goals.
Debt Management
Effective debt management is essential for maintaining financial health, as it empowers you to reduce interest burdens, improve credit scores and become debt-free with a more secure financial future.
Retirement Planning
A well thought out retirement plan implemented today rather than tomorrow will ensure you’re able to comfortably sustain your lifestyle, cover healthcare expenses, and enjoy a worry-free retirement.
Personal Investing
Smart investing is paramount if you want to build and preserve wealth. offering the potential for financial growth, diversification, and achieving long-term financial goals with a well-informed and strategic approach.
Insurance
Incorporating insurance into your financial planning will help you mitigate financial risks, protect your assets, and provide a safety net to help you face unexpected life events.
4. Check Out Some Tools & Resources
Book Reviews
Smart investing is paramount in building and preserving wealth, offering the potential for financial growth, diversification, and achieving long-term financial goals with a well-informed and strategic approach.
Product & Service Reviews
Smart investing is paramount in building and preserving wealth, offering the potential for financial growth, diversification, and achieving long-term financial goals with a well-informed and strategic approach.
Business Ideas
Starting your own business can put you on the path to the financial freedom & independence, and give you the opportunity to shape your own professional destiny, instilling a sense of personal fulfillment and entrepreneurial accomplishment.
5. Paid Services
Budgeting & Saving
A budgeting and saving strategy is crucial if you want to achieve financial stability and security. Manage your expenses, build an emergency fund, and determine your long-term goals.
Debt Management
Effective debt management is essential for maintaining financial health, as it empowers you to reduce interest burdens, improve credit scores and become debt-free with a more secure financial future.
Retirement Planning
A well thought out retirement plan implemented today rather than tomorrow will ensure you’re able to comfortably sustain your lifestyle, cover healthcare expenses, and enjoy a worry-free retirement.
Personal Investing
Smart investing is paramount if you want to build and preserve wealth. offering the potential for financial growth, diversification, and achieving long-term financial goals with a well-informed and strategic approach.
Insurance
Incorporating insurance into your financial planning will help you mitigate financial risks, protect your assets, and provide a safety net to help you face unexpected life events.
Debt Management
Effective debt management is essential for maintaining financial health, as it empowers individuals to reduce interest burdens, improve credit scores, and ultimately achieve a debt-free and more secure financial future.
Retirement Planning
A well thought out retirement plan implemented today rather than tomorrow will ensure you’re able to comfortably sustain your lifestyle, cover healthcare expenses, and enjoy a worry-free retirement.
Personal Investing
Smart investing is paramount if you want to build and preserve wealth. offering the potential for financial growth, diversification, and achieving long-term financial goals with a well-informed and strategic approach.
Insurance
Incorporating insurance into your financial planning will help you mitigate financial risks, protect your assets, and provide a safety net to help you face unexpected life events.
Tools & Resources
Book Reviews
Smart investing is paramount in building and preserving wealth, offering the potential for financial growth, diversification, and achieving long-term financial goals with a well-informed and strategic approach.
Starting A Business
Starting your own business can put you on the path to the financial freedom & independence, and give you the opportunity to shape your own professional destiny, instilling a sense of personal fulfillment and entrepreneurial accomplishment.
Product & Service Reviews
Smart investing is paramount in building and preserving wealth, offering the potential for financial growth, diversification, and achieving long-term financial goals with a well-informed and strategic approach.