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Money Mirror, A Reflection

Money Mirror, A Reflection

During our first consultation, let’s take a look in the Money Mirror. Once I have an understanding of your current financial situation, we will discuss strengths and weaknesses as well as future goals and objectives. By the end of our meeting, we will decide collectively if My Financial Trainer is the right fit for you and your financial goals.

Protect Your Financial Foundation

Protect Your Financial Foundation

The first planning meeting is designed to answer 3 big questions

1) What happens to my Financial Shape if I get sued?

2) Is my income protected in the event I get sick or hurt and cannot work anymore?

3) What happens to the lifestyle my family has become accustomed to if I die?

Fueling our Future and Trimming the Fat

Fueling our Future and Trimming the Fat

Cash Flow planning is the most underutilized strategy in American households.  We need to take a hard look at what we're doing with every dollar that's leaving our checking account. 

During this conversation we will take a look at how our debt is structured, fees and expenses related to savings and investing, and insurance premiums.  Any dollars we can identify as being wasted, let's reallocate them toward savings.

Have a question? Reach out and we'd love to hear from you.

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