Personalized, Confidential and Free Personal Financial Coaching!
We will meet with you at no cost and offer individualized and confidential coaching to help you make a plan to reach your financial goals.
Employing a three step, systematic approach, we prioritize establishing a solid financial base before implementing wealth creation tactics tailored to your needs.
1. Turn the Light On
First, we’ll understand your goals, evaluate Cash Flow and Net Worth, forming a basis to create a personalized financial roadmap for your objectives.
2. Strong Financial Foundation
Next, we’ll assist you in becoming debt-free and building a sensible emergency fund to ensure financial stability and peace of mind.
3. Wealth Creation Strategies
Finally, we’ll support you in implementing your preferred wealth-building strategy, whether it involves homeownership, entrepreneurship, or retirement planning projections.
How We Do It!
1. Turn On The Light
We’ll begin by understanding your goals and objectives, and assessing your Cash Flow and Net Worth.
This initial step establishes a starting point, enabling us to craft a practical and attainable roadmap tailored to your financial goals.
2. Strong Financial Foundation
Achieving a strong financial foundation means having an emergency fund saved paying off your debt.
Basic Emergency Fund
Reaching a $500 – $1,000 basic emergency fund is an important first step in your path to reaching a strong financial foundation. It provides a basic safety net enabling you to focus on Geting out of debt.
Get Out Of Debt
The primary and crucial step toward a strong financial foundation is becoming debt-free. Employing the ‘Debt Snowball’ approach, we’ll coach you to efficiently clearing your debts, paving the way for a more secure financial future.
Full Emergency Fund
Establishing an emergency fund is pivotal for building a solid financial base. It typically equals three months of your monthly expenses, providing a safety net and enabling you to progress towards wealth-building initiatives with confidence.
3. Wealth Creation
Once you’ve achieved a strong financial foundation, you are ready to emark on your wealth creation plan.
Homeownership
Based on your income and debt profile, we’ll assess your maximum home buying potential and offer tailored guidance to navigate the path towards owning your dream home.
Business Planning
We’ll assess your business and create a comprehensive plan, including a website, brochure, and additional services tailored to your needs.
Retirement Projecctions
We’ll analyze your current financial status and project your future financial outlook, providing valuable insights to help you plan and achieve your long-term goals.