~ Invest in yourself
- You are your greatest asset
~ Invest in yourself - You are your greatest asset
Services
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This is lifestyle planning. Tracking money flows to see trends in spending habits and create a plan for a livable lifestyle. Ongoing monitor of spending to ensure money is being spent in alignment with goals.
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This is the fun part! Short and long term goals are defined in detail with estimated cost. A roadmap is created using milestones to track progress and rewards along the way.
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Comprehensive evaluation of all liabilities and a custom repayment plan and schedule is created.
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Define saving and investment goals. Retirement calculations are used to determine how much should be saved to retire by a desired age.
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Dig in and see how you relate to your money and finances on an emotional level. Address any fear and shame and shift beliefs to a healthier abundant mindset.