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Let's Talk About YOU
YOU know that having a solid financial plan is important. We all do! We all want to take care of our families and enjoy a comfortable retirement when that day comes. By the way, it comes quicker than you think!
Zig Ziglar said "Money isn't everything but it does rank right up there with oxygen!" OXYGEN??!! Kind of important, huh?
The question is have you put a plan together with a team of financial specialists?
For those who have not, this is what I do with and for my clients. I ask a lot of questions about you and your families dreams and goals because it will take money to reach them. Here are a few…
Then we talk about your numbers. Income, taxes, debt, passive income, budgets?
If you are like the average American family (if you're reading this then I'm sure you are) you are seeking a level of security with your finances so that you and your family can live a comfortable life, be prepared for the storms of life (EMERGENCIES, because they will come, it's simply a matter of when). Also save enough money (ACCUMULATION) for retirement so you can live comfortably (DISTRIBUTION) until your last breath. That is a normal American dream that we all aspire to.
Lastly, I do the work of creating a strategy that will allow ALL those hopes and dreams become a reality. I show you what it will take, and we begin the journey of making it happen. You implement and I review the plan regularly to keep you on track so that you will achieve and enjoy all those dreams you have been dreaming for the future.
That is what I've always wanted, and I feel like I'm normal!
Now at 53 after working, living, raising a family and saving, losing jobs and changing careers I realize that planning for life and the future is much more important than ever. I had a plan (in my head) and was saving and budgeting but my plan was not in writing or reviewed regularly. I had a 401k and contributed the max, but I reached a point in which I realized many years ago, this is not going to be enough.
I did my work to find a planner that thought like I did, and I not only created a plan but also got in the business and found a team of specialists to help me reach my goals and dreams.
Now my goal is to help others get started earlier on planning and reaching their goals quicker and with less stress. I want to help the Gen X, Y and Millennial generations put their financial house in order with a plan that can give you the best chance for a worry-free retirement. No matter your age YOU can still make an impact to improve your retirement years.
It will take being honest, putting a plan on paper and the discipline to execute it over the years before you decide to retire.
Now my goal is to help others get started earlier on planning and reaching their goals quicker and with less stress.
You can reach me at:
337-322-0415 mobile or email email@example.com
Passions: Speaking and Leadership Training, Goal Setting & Achievement (D.A.S.H. Goal Achieving System), Sales & Marketing, Relationship Building, Word of Mouth Marketing, Networking, Toastmasters, Dale Carnegie, Restaurant Management Consulting