Members only access to exclusive content, regular talks on ways to grow your money, investing strategies, specific funds and stocks in my portfolio, real estate investing, side hustles, business building, current financial news and events, Live Q&A, access to 1 on 1 personal financial strategy sessions, and more!
Membership
Step 1: MONEY MINDSET
In this first step we discuss your goals with money, your vision for your future, and discuss your barriers to growing money. We discuss and explore your philosophy about money and work on developing a firm foundation with money based on your money mindset. This is an opportunity to discover if I can help you reach your money goals. This can be a 15-minute FREE session or part of a larger plan help you with your money.
Get FREE Financial Mentoring and Coaching
Step 2: MONEY MAINSTAYS
Your “mainstay” is your biggest source of income. We work together to maximize your income, and take inventory of the realistic facts. We drill down into your job, retirement savings, and monthly cash flow and other aspects that make up what you currently control. We work hand in hand to ensure you are taking advantage of the low-hanging fruit that is already in place.
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Step 3: MONEY MANAGEMENT
This is arguably the most important step to becoming empowered with your money. In this step we go to work on strategies for managing your money. We look at techniques and the flat-out hard work and intentionality to take control. We dive into your budget, your expenses, getting organized, investing, your net worth, attacking your debt, disciplining yourself through habits, and other essentials to managing your money.
HOW TO MANAGE MONEY TO REACH FINANCIAL FREEDOM
5 Levels of Personal Financial Foundation
Personal finance is personal. These steps are a guide.
Level 1 – Create unique zero-based written budgets every month. Tell each dollar what to do and when to do it.
Level 2 – Save $2,000 for an initial emergency savings fund.
Level 3 – Pay off your debt fast (everything except your home).
Level 4 – Save up 3 to 6 months of your needs for emergencies.
Level 5 – Increase your investments to 15% or more of your gross income. (Legacy building for your future, and your children and grandchildren’s future.)
Reminders:
• Start with specific written goals with timeframes and action steps.
• If your job has a retirement plan that matches your contributions to a retirement plan, contribute the match starting at Level 1. If your job does not offer a match, invest 3% to 5% of your gross income into the stock market through low-cost index funds or ETFs, starting at Level 1.
• Give to help others, starting at Level 1.
• Read and learn as much as you can about money and personal finances.
• Increase your skill set to higher paying skills.
“The Best Person to Take Care of the Old You Is the Young You.”
Step 4: MONEY MULTIPLIERS
Step 4 is where the fun begins. During this step we explore and discuss ideas and ways for you to increase your income, bring in more money, start that business you’ve always wanted to start, and grow your income. Create multiple streams of income, monetize your gifts and talents, and turn your purpose into profits for YOU!