Who do we help?
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People needing help Understanding and Managing Debt
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People in need of help to Simplify their Financial Life
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People sending their kid to College
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People wondering about Retirement
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People wondering how to Care for their Family Financially
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People who need help understanding Investments
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People trying to save for a Home
Understand and Beat Debt
Debt and Credit are two subjects that have a great deal of misunderstanding about them. No one seems to know, because only the credit companies really know. Our first step will be to evaluate your debt and find the best way to eliminate them.
Planning for Emergencies
From Insurance to Emergency Funds and everything in between, how do you know when a salesperson is just trying to sell you something for a commission or if you really need it? I am working only on your behalf and will teach you how to plan for emergencies.
Planning for the Present
In order to plan for the future we must first make a plan to deal with life in the present. Life is a marathon and not a race but we need to learn when we are going too slow or too fast. With proper budgeting and mindset, we can help achieve goals to make the present and future brighter.
Planning for the Future
What does the future hold? Family? College? Retirement? Do you want to show your children the right way to handle money, so that future generations can prosper? With proper planning, we can prepare to pay for your kids college.
Most people will retire. Are you going to retire well or is life going to retire you?
Advanced Finances
This would be one of the last steps of maximizing your money. If you are out of debt and can manage a budget, I can teach you how to maximize free travel, find hidden deals, and maximize home equity.
