The first step of any financial plan is to understand what you want to accomplish.  We will work with you to help you figure out your short-term and long-term financial goals.  If you are married, we will make sure you and your spouse are on the same page and that you are working together to achieve your goals.  If you and your spouse can agree on your spending habits, then you are poised for financial success.  I will teach you to combine your finances and align your spending like never before.  My job is to help you be more intentional with your money so you can better align your spending with your goals and values.

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You must find your “why” to be successful with money.  Knowing what to do is important, but it is more important to understand the reason you are doing something.  We all know how to lose weight, as it requires eating healthy, exercising and getting plenty of rest.  We also know that we should eliminate debt, build savings and live on less than we make.  But how many of us really do this consistently?  The problem is not a lack of knowledge, but rather a lack of execution and discipline.  That is why it is imperative to find the reason you want to get your finances in order. Because without your “why”, you will likely give up before you achieve your goals.  We will help you identify your goals and motivate you to actually accomplish them.

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• 78% of Americans live paycheck to paycheck

• 7 out of 10 couples do not budget consistently

• The average car note is $29,000 spread out over 7 years

• The average student loan debt is $50,000 for a new graduate

• 66% of Americans would struggle to pay for a $1,000 emergency without going into debt

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As you can see, average and normal are not very good in our culture.  I will teach you to be great and not settle for normal.  Let's see if any of these situations apply to you.

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• You make good money but you have no idea where it goes every month

• You consistently run out of money at the end of the month and are routinely trying to figure out how you are going to pay your rent or mortgage on time

• You feel like you make too much money to be broke and living paycheck to paycheck

• It seems like you are drowning in debt and that you will never get it paid off

• You think you will always have a car payment

• You justify keeping your student loans because they helped you land your "dream" job

• You feel like you are in control of other areas of your life, but you've never felt in control of your money

• You are overwhelmed because creditors keep calling you

• You have contemplated filing for bankruptcy to end the financial stress

 

If any of this sounds like you, then you are not alone.  I have GREAT news for you because we can help with all of these situations and much more.  I will teach you to be intentional with your money and to spend in alignment with your goals.  This will eliminate stress and provide financial stability to your life.

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