ARE YOU READY TO START YOUR JOURNEY?

Having a strong foundation can keep you from being overwhelmed during life’s unexpected twists and turns.

We can help you build a strong foundation.

We start the journey by giving you the gear you need and by teaching you the fundamentals of financial planning.  By understanding what you own, what you owe, how much money you have coming in and going out, we will arm you with the knowledge to make better financial decisions for a lifetime.

Once you have completed the Foundation stage, you and your family will be protected from many of life’s challenges and you will be ready to build wealth at a faster pace without having to start over.

AVERAGE DEBT

MORTGAGE
$154,847

CREDIT CARD
$15,608

STUDENT LOAN
$32,397

*Statistics from NerdWallet.com’s analysis of Federal Reserve figures.

WHY BUILD A FOUNDATION

why-bf1

Know Where You Are
We will help you make sense of your  financial statements to determine your net worth and create a spending plan with your own personal and secure financial website—Wealth Tracker.

•  First Time Home Buyer Tips •  Tips on Buying a Foreclosed Property •  Advantages of Short Selling Your Home •  What Makes Florida Real Estate Law Different •  What can you Expect from Foreclosure Defense •  How to Protect Your Copyright •  What to Look for in Your Talent Agreement

Protect What You Have
We will help you develop risk management strategies. This includes creating an emergency fund, securing life insurance, obtaining disability insurance, and creating a simple will.

why-bf3

Break Free!
True financial freedom begins with debt elimination. We will come up with a plan to help you get rid of consumer debt for life, so that you can start to build wealth.