Connect your money to your goals
Imagine all your finances on the right path. Your debts under control. I'll get you on track, and help you stay on track. I'll help you earn more money, pay less in fees, and much less in taxes.
I will help you create a financial plan. For free. One that rivals plans that cost thousands of dollars.
How it works
1. Answer questions
2. Get a comprehensive guidebook
The average person spends about 17 minutes. You are 100% anonymous. In your plan I will:
- Forecast if you are on track
- Give you specific, actionable ideas
- Reward you if you can find a better way*
My plan will guide you on your assets and liabilities, working together. I'll tell you what types of debt to have, how to use it wisely, and when to pay it off.
What you get
Your plan will cover five main areas. I guide you on how to:
- Establish your ethics and the purpose of your money
- Set your goals
- Identify your dreams and your fears
- Maintain access to money in case of an emergency
- Have the right insurance coverage
- Cover your bases legally
- Manage cyber security and protect yourself online
- Budget and save
- Invest your money
- Manage your debt (and decide when to pay off what types of debt)
- Decide when to rent vs. buy
- Use good debt vs. bad debt
- Pay for major purchases
- Refinance current debt
- How much to give
- Ways to give
- Where to give
- Planned giving and giving for income
Why this service is free
I put advertisements in your plan. These advertisements are clearly identified. They are designed to be beneficial and relevant to you.