Broker Check

Improve your reflection in the Money Mirror.

Step 1: The Money Mirror

Your custom portal allows you to see your whole financial picture in one place.  By linking your financial data along with your goals and objectives, we'll be able to identify your steps to success. 

Step 2: Protect Your Financial Foundation

It's important to protect your income and your assets against litigation, the impact of an extended disability or premature death.  

Step 3: Cash Flow & Debt Management

Cash Flow is your bottom line. It should be your primary reference when making any financial decision. Let's analyze your current cash flow and come up with ways to have a more financially fit balance sheet.

Interest payments erode our ability to stack gains on our balance sheets. We need to leverage our debt intelligently in a way that is beneficial to our financial health.

Step 4: Savings & Investments

It takes commitment to build and sustain financial gains. Managing your savings
and investments will help to achieve optimal asset allocation.

Step 5: Finding the Balance

Now It's time to put this routine to work!

We can help implement insurance, savings and investment strategies. Our monthly check-ins help keep our routines on track!

Let's get fiscal!

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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