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The 5 Steps Overview

Many families feel trapped living from paycheck to paycheck, never really getting ahead. Whether you are earning more now than at any time in your life or have just experienced a reduction in income, it is common to feel financially stuck. Additionally, financial stress leads to stress in our relationships and negatively impacts many aspects of our lives (see my discussion on the Pillars of Happiness).

My goal is to help you build and implement a comprehensive financial plan without the stress that is normally associated with personal finance. I am very good at what I do and work very hard to stay that way. The way I approach developing a comprehensive financial plan with a family is through a 5-Step Process. The first step is to establish where you are financially. The second step is to define in very specific terms your hopes and dreams for the future. We then move on to the third step where we get into the mechanics of saving, investing, tax planning, and so on. The result of this work is the next step: Your road map to The Lifestyle of Your Dreams. The final step is where we put into action those things that will, in time, bring you to your goal. If you would like to further discuss your situation and how we might work together to make your dreams happen, please send me a voice message or Interview Request Form via the link at the bottom of the page. I look forward to speaking with you soon.

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