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.
*Statistics from NerdWallet.com’s analysis of
Federal Reserve figures.
Why Build a Foundation
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.
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.
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.