Live Within Your Means

MONTHLY BUDGET & MANAGING MONEY

CREDIT AND DEBT MANAGEMENT

PLANNING MAJOR ACQUISITIONS

INVESTMENT BASICS

InSURANCE AND RISK MANAGEMENT

Estate Planning

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Creating Budget Plans and MANAGING MONEY

Are you living within your means or do credit cards fill the gap?  Through our consultations and reviewing spending, we will work together to develop your own personal balanced budget.  This way, you will see how your money is being spent and where it goes.  We’ll work to ensure every dollar has a purpose and expenses do not exceed income.

CREDIT AND DEBT MANAGEMENT

Are the balances on your credit cards growing each month?  Have student loans and car loans too?  Think about a future being debt free.  No more spending tomorrow’s income.  Let’s discuss a debt reduction plan known as Debt Snowball and develop a personal plan for you!

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PLANNING MAJOR ACQUSITIONS

Whether it’s a car, home purchase or college for the kids, we will discuss the role of  a savings plan in order to “Buy Wise” and responsibly achieve your goal.  

INVESTMENT BASICS

The miracle of compounding make small monthly investments today grow into a solid future retirement fund.  Let’s talk about your goals and develop a personalized action plan for you and your family.   Schedule a consult today and take an important step forward towards financial freedom!

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