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Preparing
the Way
Are you engaged to be married or are newly married and want
to get on the right foot financially? This pre-marital financial
counseling is designed to help engaged and newly married couples to
get started with a sound money management strategy. These sessions
will give you insight and make you ask each other the difficult
questions so you can better understand your current position and
where you want to go. Because young married couples are learning to
work together we recommend Financial Peace University membership
with this plan.
The
Wilderness
Do you feel like you are wandering aimlessly in your
financial situation without ever really gaining ground? This service
is perfect for those who just cannot seem to get ahead despite their
efforts and who would like some guidance in creating a sound
financial plan. If you have any consumer debt (credit cards, car
loans, student loans, etc) this level is for you. During our initial
meeting, we will review and assess your current financial status and
together, identify your financial goals to develop a plan to meet
them. Debt consolidation is not the answer. Solid financial
management principles put into practice will produce life-long
results.
The
Promised Land
Do you or your spouse want to be at home with your children?
Are you missing quality time with your them? This service is for
anyone who would like a full review of their financial situation to
determine the feasibility of living on one income so that one parent
can stay at home. Includes session to review and plan your strategy
and two follow-up sessions after plan is implemented.
The Wealthy
Place
Are you debt-free and have already begun to build your net
worth, but need help with planning your future? This plan will help
catapult you to the next level! We will review your current status
and help you plan for retirement, college funding, starting a
business, home move-up, etc.
Seminars
and Special Speaking Engagements
Tailor-made for your group/organization, seminars can be
from one hour to half-day and the range of topics can vary to suit
the needs of your group. Call today to schedule a dynamic,
life-changing money-management seminar which will inspire, motivate
and educate any audience!
Call (480) 200-2516 or
email me today for your free
initial consultation! |
