Our Plan
Build it.
We will begin with a free consultation so that we both understand your goals. From there we will work to determine your current financial situation. Then we customize a financial template specific to you and your needs.
Analyze it.
Once the financial template is created we will analyze the data to see where your money actually goes. During this process we will work on helping you understand spending trends, areas of improvements or try to contribute to savings goals.
Grow it.
After all this work we will have enough data to build a budget. We will then compare your actual results to your budget. This will allow us to make adjustments to your plan if they are needed. This will allow us to start implementing your financial goals.
Is This For Me?
Everyone needs to budget. Everyone needs to save for retirement. But not everyone decides to get in financial shape for the same reasons.
One important thing to ask yourself when looking at your finances is this: What do I want this money to do for me?
Do you want to stop worrying about money? Is your goal to eliminate debt and boost your savings? Do you want to buy a bigger house or put a child through college?
Having a personal motivation is key. You see, research suggests there are two major types of motivation. Intrinsic motivation is when you are driven by personal satisfaction or accomplishment, such as living below your means or eating healthier. External motivation comes from an outside reward, demand or obligation, such as filing your taxes or obeying traffic laws.
What motivation works best depends on the desired result. For an individual with long-term goals, intrinsic motivations will improve your chance of success.
