We want you to give you hope for a bright financial future.
Building a Legacy of Personal Finance Mastery
We will help you focus on building good habits with your money. We will give you a plan for saving, strategically paying off debt, and experiencing freedom to have a good time without feeling guilty. We teach you how to take control of your financial life and build habits that will allow you to experience peace and happiness as you build your own legacy of financial freedom.
A flexible & easy
to implement approach
We want you to build a system that is easy to understand, automatic and flexible to meet all your needs for today and tomorrow. We will teach you how to address your current needs and wants, plan for tomorrows expenses and start to dream about what your future can look like. We can meet with you in person, over the phone, of by video. Our team will be available to you when you have questions or just need an accountability partner.
Our Services
Introductory Consultation
Your first 30 minute meeting is on us! We will meet (in person or by video) to discuss your goals and our approach. If you think we are a match we will set up your next steps.
Build Your Legacy on a Strong Foundation
It all begins with understanding where you are. Knowing where you are allows you to set goals to get where you want to be! This means getting a strong understanding of what your current financial situation is. From there you can build a plan and a budget to help you get to where you want to go. Creating and living on a budget, gives you the freedom to live a life with intentionality. We will help you design a budget that you can live and grow with. This will be your road map to make sure you hit your financial goals.
Leave Debt Behind
Once you have your foundation set, you can start to tackle your debt. Debt can be a thief of your joy, peace, and future wealth. We will help you identify your debt and how to get it paid off in the quickest time. We teach a method that will help you have some quick wins and will set you up for success going forward.
Start Building Your Legacy
A Legacy of Wealth
Once you have built your foundation and you have tackled your debt we can start to plan for the future. This is where things get even more fun. This is where you will start building your wealth and creating a generational legacy. You have done the hard work of building the foundation, now you get to dream. We will help you identify the best ways to plan for your future, save, invest, purchase a home, and create generational wealth.
Once you lay your foundation, pay off your debt and start saving and investing, you might have questions about other financial aspects of your life. You will need to evaluate things like your insurances (life, heath, home, etc) different investment options and ways to give. The best part of living a healthy financial life is that it gives you the freedom to dream and to give in ways that are important to you. All these components will help determine what your Legacy of Wealth will look like. We will help you fine-tune your plan and make sure you are on track to achieve all your financial goals.
Ask Us Anything!
Fill out the form and ask us any question you have. We are happy to answer your questions and help you get started on your journey to financial freedom!